Lakewood Ranch Stewardship District
12051 Corporate Blvd, Orlando, Florida 32817; 407.723.5900 www.lakewoodranchstewardship.com

BOARD OF SUPERVISORS	Friday, October 2, 2020 9:00 a.m.
LAKEWOOD RANCH	Schroeder-Manatee Ranch, Inc.
STEWARDSHIP DISTRICT	14400 Covenant Way
Lakewood Ranch, FL 34202

For those attending the meeting telephonically, the call-in information for the meeting is as follows:
Number:	1-844-621-3956
Participant code:	790 393 986# (New)

BOARD OF SUPERVISORS MEETING AGENDA

Call to Order / Roll Call
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]

Consent Agenda
Minutes of the September 4, 2020 Board of Supervisors Meeting
Resolution 2021-01, Ratifying the Sale of the Taxable Series 2020 Refinancing Bonds, Lakewood Centre and NW Sector
Third Amended and Restated Disclosure of Public Financing (Lakewood Centre and NW Sector Project)
Resolution 2021-02, Ratifying the Sale of the Series 2020 Bonds, Azario Project
Resolution 2021-03, Ratifying the Sale of the Series 2020 Bonds, Lorraine Lakes Project
Disclosure of Public Financing (Lorraine Lakes Project)
Engineer’s Report
Change Order No. 88 Specific Authorization No. 109 Stantec
Waterside East-West Roadway Project
Change Order No. 1
Frederick Derr & Company, Inc.
Lakewood Centre CORE Phase 2 and SR-70 Turn Lanes 3 Deduction for Materials Purchase & Sales Tax
Change Order No. 6 Ryangolf Corporation
Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes Remove, relocate and reinstall Control Structure 25
Change Order No. 7 Ryangolf Corporation
Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes

Conduit, furnish & install open trench, dirctional bore; pull & splice box; lighting conductors, light pole
Change Order No. 17
E.T. MacKenzie of Florida, Inc. 44th Ave East Phase V
Credit 8” Concrete Sidewalk. Milled & Overlay and 4’ Concrete Traffic Separator (these items were billed at 100% in original bid, credited 100% in CO-2 and again shown as credit in CO-6)
Administrative Matters
Consideration of Board Seat Adjustments

Business Matters
Consideration of Financing Matters Relative to the Northeast Sector Phase 2B, Series 2020 Bonds
Other Matters (provided under separate cover)
Consideration of Bid Award for Bourneside Boulevard South Phase II
Award Recommendation Letter and Bid Tabulation
Resolution 2021-04, Award of Contract
Consideration of Agreements with the District for Landscape and Irrigation Maintenance Services
Cepra Landscape, LLC - 44th Ave E; Uihlein to Bourneside
NDL LLC (Natural Designs Landscaping) – Pine Warbler Place
Consideration of Agreement between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials – Uihlein Rd. Ph III; 44th Ave to S.R. 64
Consideration of Agreement between the District and SMR Farms, LLC. for Landscape Installation Services and Materials – Uihlein Rd. Ph III; 44th Ave to S.R. 64

Financial Matters
Draw Requests (provided under separate cover)
Compilation Report

Other Business
Staff Reports
Manager’s Report
Attorney’s Report
Engineer’s Report
Specific Authorization No. 119 Stantec
General District Engineering Services (Fiscal Year 2020-2021)
Change Order No. 2
Altec Lakes and Natural Areas, Inc.
NE Sector Aquatic and Stormwater Management Maintenance Services Increase in Contract Scope

Audience Comments Adjournment

LAKEWOOD RANCH STEWARDSHIP DISTRICT BOARD OF SUPERVISORS MEETING AGENDA
OCTOBER 2, 2020 AT 9:00 A.M.

SCHROEDER-MANATEE RANCH, INC.
14400 Covenant Way  Lakewood Ranch, Florida 34202
Call in Number: 1-844-621-3956	Access Code:  790- 393 986#

BOARD OF SUPERVISORS		DISTRICT STAFF	

REX JENSEN	CHAIRMAN	DISTRICT MANAGER  JANE GAARLANDT	PFM CONSULTING GROUP LLC TONY CHIOFALO	VICE CHAIRMAN / ASST. SECRETARY	DISTRICT COUNSEL JONATHAN JOHNSON HOPPING GREEN & SAMS SCOTT ALMAND	TREASURER / ASST. SECRETARY	DISTRICT ENGINEER  MIKE KENNEDY	STANTEC
JIM SCHIER	ASSISTANT SECRETARY

ED HUNZEKER	ASSISTANT SECRETARY	JANE GAARLANDT	SECRETARY

Enclosed is the agenda of the Lakewood Ranch Stewardship District Board of Supervisors (“Board”). Meetings of the Board are open to the public in accordance with Florida law. Agendas can be reviewed by contacting the District Manger’s office at (407) 723-5900 at least seven days in advance of the scheduled meeting. Requests for the Board to consider items that are not on this agenda must be submitted in writing with an explanation to the District Manger at least fourteen (14) days prior to the date of the meeting.

Upon establishing a quorum, meetings of the Board are anticipated to begin promptly at 9:00 a.m. at the address listed above, unless proper notice states otherwise. Each meeting will begin by inviting comments from members of the public in attendance, if any. Public comments may address any matter of interest or concern to the District, regardless whether listed for consideration on the meeting’s agenda, and will be received by the Board in accordance with the District’s Public Comment Policy. Generally, each individual speaker is limited to three (3) minutes of public comment. The Board or District staff is not obligated to respond immediately to comments or concerns expressed during the public comment period.

Following the public comment period, the Board will proceed to address agenda items that require the review and approval of the Board as a normal course of business. As necessary, other business items may appear on the agenda for the Board’s discussion and further action by motion or vote of the Supervisors. If the Board elects to consider any business item not previously published on the meeting agenda, the Board will invite public comment regarding the item prior to taking official action.

As a routine matter, the Board will consider financial status updates and may approve financial reports, work authorizations, and other financial business items as appropriate. Staff, including the District Manager, District Counsel, and District Engineer, will report to the Board regarding any pending issues that may be of interest to the District or the Board on a case-by-case basis. Time is reserved at the conclusion of each meeting for the Board Supervisors to express comments or concerns regarding items to be researched, considered or addressed by the Board or Staff. The Board may elect to receive Public Comment prior to adjournment of the meeting at the discretion of the Board Chairman.

Occasionally, certain items for decision by the Board are required by Florida law to be held as a Public Hearing, which will be indicated by a notice published in the local newspaper or mailed directly to impacted persons as the circumstances require. The Board will announce the opening of the Public Hearing on these agenda items and invite public comment on the specific item being considered under the notice of the Public Hearing. Public comment received during the Public Hearing must conform to the District’s Public Comment Policy. If needed, the Board may hold an advertised public workshop session to consider a policy or business matter informally with staff or consultants prior to scheduling the item for action on an agenda.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in a meeting/hearing/workshop of the Board is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (407) 723-5900. If you are hearing or speech impaired, please contact the Florida Relay Service at (800) 955-8770, which will assist you in contacting the District Office.

A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Consent Agenda

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Minutes

LAKEWOOD RANCH STEWARDSHIP DISTRICT
Schroeder-Manatee Ranch, Inc.
14400 Covenant Way, Lakewood Ranch, Florida 34202

Minutes - Board of Supervisor’s Meeting – by Telephonic Conferencing
September 4, 2020, 9:00 a.m. Attending and constituting a quorum:
Rex Jensen	Chair
Tony Chiofalo	Vice-Chair/Assistant Secretary Scott Almand	Treasurer/Assistant Secretary
Ed Hunzeker	Assistant Secretary
Jim Schier	Assistant Secretary Also attending were:
Brent Wilder	PFM Financial Advisors, LLC Kevin Plenzler	PFM Financial Advisors, LLC Jane Gaarlandt	PFM Group Consulting LLC Christina Hanna	PFM Group Consulting LLC Jonathan Johnson	Hopping Green & Sams Misty Taylor	BMO
Brett Sealy	MBS
Mike Kennedy	Stantec
Rob Engel	Stantec
Bob Simons	SMR
Roger Aman	SMR
Debbie Byerly	SMR
Scott Schuhle	US Bank

FIRST ORDER OF BUSINESS	Call to Order and Roll Call

Ms. Gaarlandt called the meeting to order and proceeded with the roll call. The members in attendance are as outlined above.

There were no public comments.

SECOND ORDER OF BUSINESS	Consent Agenda

Consideration of Minutes of the August 7, 2020 Board of Supervisors Meeting
Consideration of Supplemental Disclosure of Public Financing (Country Club East Project – Series 2020 Refunding Bonds)
Engineer’s Report
Change Order No. 5 Ryangolf Corporation
Uihlein Road Phase 3 with SR- 64
Raise grades at intersection with Academic. Add length to Star Farms Turn Lanes
1

Change Order No. 5
Watson Civil Construction, Inc. 44th	Avenue	East	Phase	IV Roadway
Install	Yellow	Thermoplastic Striping and Blue RPMs
Change Order No. 85 Under Specific Authorization No. 77 Stantec
44th Avenue East Phase 5 and Uihlein Road Phase 3 Project
Change Order No. 86 Under Specific Authorization No. 69 Stantec
The Masters Avenue Extension East (Players Drive to Bourneside Boulevard)
Change Order No. 87 Under Specific Authorization No. 91 Stantec
East-West	Force	Main	and Water Main Extension Project

On MOTION by Mr. Chiofalo, seconded by Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the items on the consent agenda.

THIRD ORDER OF BUSINESS	Business Matters

Consideration of Financing Matters  Relative to the Taxable Series 2020 Refinancing Bonds, Lakewood Centre and NW Sector
Presentation of Supplemental Assessment Methodology Report
Consideration of Resolution 2020- 36, Supplemental Assessment Resolution
Other Matters (provided under separate cover)

Mr. Sealy provided details noting that per the Board’s direction, the financing team proceeded with the taxable refunding and very successfully priced the bond at an average interest rate of 3.03 resulting in an approximately
$1.14 million reduction in annual debt service representing just left of 38% reduction and a net present value savings of just greater than 42% all better than the previously projected results.
Mr. Plenzler presented the supplemental assessment report.

On MOTION by Mr. Chiofalo, seconded by Mr. Almand with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2020-36, Supplemental Assessment Resolution.

Mr. Sealy provided details of the investor pool noting that it consisted of both existing and new purchasers,

FOURTH ORDER OF BUSINESS	Consideration of Financing Matters  Relative to the Azario Project, Series 2020 Bonds
Resolution 2020-37, Amending Delegation Resolution 2020-35

Presentation	of	Supplemental Assessment Methodology Report
Resolution 2020-38, Supplemental Assessment Resolution
Other	Matters	(provided	under separate cover)

Mr. Sealy provided details noting that these bonds were successfully priced as well with four term bonds. The transaction is scheduled to close on September 16, 2020.
Ms. Taylor provided details of resolution 2020-37, amending the par amount stated in the previous delegation resolution 2020-35. Mr. Johnson confirmed that no changes had been made to the planned infrastructure.

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2020-37, Amending Delegation Resolution 2020-35.

Mr. Plenzler provided details of the Supplemental Assessment Methodology. Mr. Johnson presented resolution 2020-38.

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2020-38, Supplemental Assessment Resolution.

There were no other matters to consider.

FIFTH ORDER OF BUSINESS	Consideration of Financing Matters  Relative to the Lorraine Lakes Project, Series 2020 Bonds
Presentation of Supplemental Assessment Methodology Report
Resolution 2020-39, Delegation Resolution
Thirtieth Supplemental Trust Indenture
Bond Purchase Contract
Preliminary Limited Offering Memorandum
Continuing	Disclosure Agreement
Other Matters (provided under separate cover)

Mr. Plenzler presented details of the Supplemental Methodology Report and confirmed that the assessments are found to be reasonably and equitably allocated and that the benefits received are in excess of the related assessments. Mr. Johnson confirmed that no gates or private roads are part of the infrastructure that will be funded.

Ms. Taylor provided details of the delegation resolution and its exhibits.

On MOTION by Mr. Hunzeker seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2020-39, Delegation Resolution.

Mr. Johnson noted that Staff is requesting that today’s meeting be continued to September 25th at 9:00 a.m. in order to address items related to agenda items 5 and 6.

SIXTH ORDER OF BUSINESS	Consideration of Financing Matters  Relative to the Northeast Sector Phase 2B Bonds

MBS	Capital	Markets,	LLC IBA Supplement
Other	Matters	(provided	under separate cover)

Mr. Johnson noted that the IBA supplement had been reviewed by Counsel. Mr. Sealy presented the IBA supplement specific to the project.

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the MBS Capital Markets, LLC IBA Supplement.

There were no other matters to consider.

SEVENTH ORDER OF BUSINESS	Consideration of Bid Award for Blue Lake Road
Award Recommendation Letter and Bid Tabulation
Resolution	2020-40,	Award	of Contract

Mr. Engel Mr. Kennedy presented the recommendation to award the contract for Blue Lake Road to Ryangolf Corporation for the total bid amount of $5,022,550.19. The second lowest bidder was RIPA at $5,170,000.00.

On MOTION by Mr. Chiofalo, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2020-40, Award of Contract.

EIGHTH ORDER OF BUSINESS	Consideration of Altec Lakes and Natural Areas, Inc. (ALTEC) Proposal for Biannual Palm Tree Trimming

Mr. Engel presented the Proposal in the amount of $104,842.00.

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the ALTEC Proposal for Biannual Palm Tree Trimming.

NINTH ORDER OF BUSINESS	Consideration of Agreement between the District and Sun State Landscape Management, Inc. for Landscape and Irrigation Maintenance Services (Lorraine Rd South Extension)

Mr. Engel presented the agreement with Sun State Landscape Management, Inc. Total amount $76,079.00. Mr. Simons provided details.

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District Approved the agreement with Sun State Landscape Management, Inc.

TENTH ORDER OF BUSINESS	Consideration of Agreement between the District and SMR Farms, LLC for  Landscape Installation Services and Materials (Pine Warbler Place Project)

Mr. Engel presented the agreement with SMR. Total amount $100,225.00.

On MOTION by Mr. Chiofalo, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the agreement with SMR.

ELEVENTH ORDER OF BUSINESS	Consideration of First Amendment to Agreement between the District and VGlobalTech for Website Maintenance Services

Mr. Johnson presented the First Amendment to the agreement for Website Maintenance Services. Ms. Gaarlandt provided details.

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District Approved the First Amendment to Agreement between the District and VGlobalTech.

TWELFTH ORDER OF BUSINESS	Consideration of First Amendment to Agreement between the District and PFM for District Management Services

Mr. Johnson presented the First Amendment to the Agreement for District Management Services. Ms. Gaarlandt provided details.

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District Approved the First Amendment to Agreement between the District and PFM.

THIRTEENTH ORDER OF BUSINESS	Financial Matters

Mr. Almand presented for the Board’s Consideration:

Draw Requests & Requisitions

Requisition List for Draw No. 36 Del Webb
Series 2017 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Requisition List No. 36 for Del Webb.

Requisition List for Draw No. 37 Lakewood Centre & NW Sector Pre-Funding

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 37 for Lakewood Centre & NW Sector.

Requisition List for Draw No. 21 Lakewood Centre & NW Sector Series 2018 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 21 for Lakewood Centre & NW Sector.

Requisition List for Draw No. 14 Lakewood Centre North
Pre-Funding

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 14, Lakewood Centre North – Pre-Funding.

Requisition List for Draw No. 9 Lakewood National and Polo Run Project Series 2017 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Requisition List No. 9 for Lakewood National and Polo Run Project.

Mr. Johnson confirmed that the Board can establish limits as to which Draw Request can be approved as part of the consent agenda.

Requisition List for Draw No. 19 Northeast Sector
2017 Note

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Requisition List No. 19 for Northeast Sector.

Requisition List for Draw No. 9
The Villages of Lakewood Ranch South Pre-Funding - Landowner/County Construction Funding Agreement

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District accepted the Construction Funding and approved payment of Requisition List No. 9 for The Villages of Lakewood Ranch South.

FOURTEENTH ORDER OF BUSINESS	Compilation Report

No Comments

FIFTEENTH ORDER OF BUSINESS	Staff Reports

Manager’s Report – Ms. Gaarlandt noted that the April 2nd meeting date previously approved for fiscal 21 was an SMR observed holiday and requested to move the April meeting to the 9th. As Dr. Fishkind is stepping down as District Manager and currently holding the position of Secretary, Staff is requesting re-assignment of Secretary to Ms. Gaarlandt and will bring a resolution to that effect at the continued meeting. Due to statutory changes less documents are required to be posted on the District’s website. Mr. Jensen requested Staff’s recommendations be considered at the next meeting.

Attorney’s Report – No Report

Engineer’s Report – Mr. Engel presented for the Board’s approval:

Specific Authorization No. 118 Stantec
Services Associated with the Lakewood Ranch Stewardship District
Lakewood Centre CORE Roadways

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Specific Authorization No. 118, Stantec.

Change Order No. 5 Woodruff & Sons, Inc.
Waterside Place Boulevard and Waterside Place Park Earthwork
Additional sitework at Waterside Place – Park for earthwork, drainage, sanitary sewer, water main, road constructin,

conduits, sidewalks and area drains-off island for Phases 1 & 2

Mr. Simons provided details and answered questions.

On MOTION by Mr. Chiofalo, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 5, Woodruff & Sons, Inc.

Mr. Engel noted that back in March construction of Bourneside Blvd. South Phase II was bid out and bids were opened on March 17th. Frederick Derr & Company was the lowest successful bidder, however, the contract was not awarded. Mr. Simons has been in contact with Frederick Derr andt hey are willing to honor the prices if the contract is awarded within the 180 days which will be by September 13th. Mr. Johnson noted that a form of a funding agreement had been prepared which would obligate the Toll Brothers to provide up to $4.5 million for the road and associated cost and recognizing that a portion of that would be potentially reimbursed by a future bond issuance.

On MOTION by Mr. Chiofalo, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District authorized the Vice-Chair and Staff to negotiate and provide for the execution of the funding agreement with Toll Brothers as a pre-requisite to awarding the contract prior to its expiration.

SIXTEENTH ORDER OF BUSINESS	Supervisor Requests

There were no Supervisor requests.

SEVENTH ORDER OF BUSINESS	Audience Comments

There were no audience comments.

EIGHTEENTH ORDER OF BUSINESS	Adjournment

Mr. Jensen asked for a motion to continue the meeting.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District moved to continue the meeting to September 25, 2020 at 9:00 a.m. at the current location.

 	_ 	_	 	_	 Secretary/Assistant Secretary		Chairperson/Vice-Chairperson

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2021-01

RESOLUTION 2021-01

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT RATIFYING, CONFIRMING, AND APPROVING THE SALE OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT REVENUE REFUNDING BONDS, SERIES 2020A-1 AND 2020A-2 (LAKEWOOD CENTRE & NW SECTOR PROJECTS); RATIFYING, CONFIRMING, AND APPROVING THE ACTIONS OF THE CHAIRMAN, VICE CHAIRMAN, TREASURER, SECRETARY, ASSISTANT SECRETARIES, AND ALL DISTRICT STAFF REGARDING THE SALE AND CLOSING OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT REVENUE REFUNDING BONDS, SERIES 2020A-1 AND 2020A-2 (LAKEWOOD CENTRE & NW SECTOR PROJECTS), AND DETERMINING SUCH ACTIONS AS BEING IN ACCORDANCE WITH THE AUTHORIZATION GRANTED BY THE BOARD; SPECIFICALLY ACCEPTING AND APPROVING REQUISITION PAYMENTS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Lakewood Ranch Stewardship District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 2005-338, Laws of Florida, being situated in Manatee County and Sarasota County; and

WHEREAS, Chapter 2005-338, Laws of Florida, authorizes the District to acquire, construct, install, operate and/or maintain systems and facilities for certain basic infrastructure, including, but not limited to, surface water management, potable water systems, sanitary sewer systems, and irrigation facilities; and

WHEREAS, the District previously adopted resolutions authorizing the issuance and the negotiated sale of bonds within the scope of Chapter 2005-338, Laws of Florida, including its
$26,070,000 Senior Taxable Special Assessment Revenue Refunding Bonds, Series 2020A-1 (Lakewood Centre & NW Sector Projects) and $3,030,000 Subordinate Taxable Special Assessment Revenue Refunding Bonds, Series 2020A-2 (Lakewood Centre & NW Sector Projects) (the “Series 2020 Bonds”); and,

WHEREAS, on September 10, 2020, the District closed on the sale of the Series 2020 Bonds; and

WHEREAS, as prerequisites to the issuance of the Series 2020 Bonds, the Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff, including the District Manager, District Financial Advisor, District Engineer, Bond Counsel and District Counsel, were required to execute and deliver various documents (the “Closing Documents”); and

1

WHEREAS, the District has previously considered and adopted a number of resolutions relating to the issuance of the Series 2020 Bonds and the imposition of special assessments securing such bonds; and

WHEREAS, the District finds the sale, closing and issuance of the Series 2020 Bonds were in the best interests of the District and desires to ratify, confirm and approve all actions of the District Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff in closing the sale of the Series 2020 Bonds, including the approval of requisition payments.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT:

SECTION 1. The sale, issuance and closing of the Series 2020 Bonds and the adoption of resolutions relating to the Series 2020 Bonds and all actions taken in furtherance of the closing on such bonds serve a public purpose and are in the best interests of the District and are hereby ratified, approved and confirmed. Additionally, the Cost of Issuance Spreadsheet,  attached hereto as Exhibit A, and the Closing Document List, attached hereto as Exhibit B, both of  which were prepared in connection with the closing of the Series 2020 Bonds, are hereby ratified, approved and confirmed.

SECTION 2. The resolutions levying and imposing the special assessments securing the Series 2020 Bonds remain in full force and effect and are hereby ratified and confirmed in all respects.

SECTION 3. The actions of the Chairman, Vice Chairman, Treasurer, Secretary, Assistant Secretaries and all District Staff in finalizing the closing and issuance of the Series 2020 Bonds, including the execution and delivery of the Closing Documents, and such other certifications or other documents required for the closing on the Series 2020 Bonds, including the approval of requisition payments, are determined to be in accordance with the prior authorizations of the Board and are hereby ratified, approved and confirmed in all respects.

SECTION 4. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part of this Resolution not held to be valid or unenforceable.

SECTION 5. This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 2nd day of October, 2020.

ATTEST:	LAKEWOOD RANCH STEWRADSHIP DISTRICT

Secretary/Assistant Secretary	Chairman

Exhibit A: Cost of Issuance Spreadsheet
Exhibit B: Closing Document List

Exhibit A

Cost of Issuance Spreadsheet

Exhibit B Closing Document List

Escrow Deposit Agreement.

Verification Report.

Bond Purchase Contract between the District and the Underwriter, dated August 21, 2020.

13.		(a) (b)

Pre liminary Official Sta tement, dated August13, 2020. Rule15c2-12Certificate.

Official Statement, dated August 21, 2020.

Cer tificate of Delivery and Payment.

Documents of the District:
General O osing Certificate of the District.

Cer tificate ,1s to Public Meetings and of No Conflict of Interest.

Request for Authentication and Certificateas to No Default.

Document of the Trustee:
Certificate of the Trus tee, Paying Agent and Bond Registrar as to Certain Matters.

Opinionsof Counsel:
(a)	Opinion of Bryant Miller Olive P.A.

(b)	Reliance Letter to the Ins urer.

Supplemental Opinion of Bryant Miller Olive P.A.

Defeasance O pinion of Bryant Miller Olive P.A.

Opinion of Hopping Green & Sams, P.A., Counsel to the District.

Opinion of Holland & Knight LLP, Counse l to the Trustee and Escrow Agent.

Opinion of Akerman LLP, Coun sel to the Under writer.

Opinion of Counsel to the Insurer.

Document of MBS Ca11ital Markets, LLC (the "Underwriter"):
Certificate of Compliance with Section 189.051, Florida Statutes, and with Conditions Precedent and Receipt for Bonds.

Document of PFM Group Consulting LLC (the "District Manager"):
Certificate of Distr ict Manager .

Documents of PFM Financial Advisors LLC (the "Municipal Advisor" and the II Assessment Consultant"):
Certificate of Municipal Advisor and Assessment Consultant as to Assessment Methodology.

Supplemental Assessment Methodology Report Lakewood Ranch Stewardship District, Lakewood Centre and Northwest Sector Taxable Series 2020 Refunding Bonds, da ted Augu st 21, 2020.

Documents of Assured Guaranty Municipal Corp. (the "Insurer"):
Municipal Bond Ins ur ance Policy and Commitment Letter.

Municipal Bond Debt Service Reserve Insurance Policy and Commitment Letter.

Certificate of the Insurer.

Miscellaneous Documents:
Notice to Division of Bond Finance as to Sale of Bonds.

Division of Bond Finance Form BF 2003 and BF 2004A and B.

Evidence of Ratings from S&P Global Ratings.

Final Numbers.

Closing Memorandum.

Notice of Defeasance.

Notice of Lien of Special Assessments.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Third Amended and Restated Disclosure of Public Financing
(Lakewood Centre and NW Sector Project)

This Instrument Prepared by and return to:

Lakewood Ranch Stewardship District c/o PFM Group Consulting, LLC 12051 Corporate Blvd.
Orlando, Florida 32817

This space reserved for use by the Clerk of
the Circuit Court

THIRD AMENDED AND RESTATED DISCLOSURE OF PUBLIC FINANCING AND MAINTENANCE OF IMPROVEMENTS TO REAL PROPERTY UNDERTAKEN BY
THE LAKEWOOD RANCH STEWARDSHIP DISTRICT [LAKEWOOD CENTRE AND NW SECTOR PROJECTS]

Board of Supervisors and Officers1 Lakewood Ranch Stewardship District

Rex Jensen Chairman

Tony Chiofalo
Vice Chairman/Assistant Treasurer

James Schier Assistant Secretary

Scott Almand Assistant Secretary

Ed Hunzeker Assistant Secretary

PFM Group Consulting, LLC District Manager
12051 Corporate Blvd.
Orlando, Florida 32817
(407) 723-5900

District records are on file at the offices of the District Manager and at the local records office 14400 Covenant Way, Lakewood Ranch, Florida 34202, and are available for public inspection upon request during normal business hours.

1	This list reflects the composition of the Board of Supervisors and Officers as of September 1, 2020. For a current list, please contact the District Manager or visit http://lakewoodranchstewardship.com/.

TABLE                  OF                  CONTENTS Introduction	1
What is the District and how is it governed?	1
What infrastructure improvements does the
District provide and how are the improvements paid for?	2
District Infrastructure Improvements	3
Utility Improvements	3
Stormwater Management and Drainage Improvements	4
Landscaping and Hardscaping Improvements	4
Transportation Improvements	4
Recreation	4
Assessments, Fees, and Charges	4
Method of Collection	5

Introduction

On behalf of the Board of Supervisors of the Lakewood Ranch Stewardship District (the “District”), the following information is provided to give you a description of the District's services and the assessments that are anticipated to be levied within the District to pay for certain community infrastructure, and the manner in which the District is operated. The District is a unit of special-purpose local government created pursuant to and existing under the provisions of 2005-338, Laws of Florida. Unlike city and county governments, the District has only certain limited powers and responsibilities. These powers and responsibilities include, for example, certain water and sewer facilities and water management and drainage control facilities.

Under Florida law, special districts are required to take affirmative steps to provide for the full disclosure of information relating to the public financing and maintenance of improvements to real property undertaken by such districts. The law specifically provides that this information shall be made available to all persons currently residing within the District and to all prospective District residents. The following information, describing the Lakewood Ranch Stewardship District and the assessments, fees and charges that are anticipated to be levied within the District to pay for certain community infrastructure, is provided to fulfill this statutory requirement.

The District is here to serve the needs of the community and we encourage your participation in District activities.

What is the District and how is it governed?

The District is an independent special taxing district created pursuant to and existing under the provisions of Chapter 2005-338, Laws of Florida, enacted on June 17, 2005, and amended by Chapter 2009-263, Laws of Florida, Chapter 2018-178, Laws of Florida, and Chapter 2019-180, Laws of Florida. The District currently encompasses approximately 25,605 acres of land located within the jurisdictional boundaries of Manatee and Sarasota Counties, Florida. Those portions of the District known as the Lakewood Centre and NW Sector projects consist of approximately 2,360 acres located within Manatee County. As a local unit of special- purpose government, the District provides an alternative means for planning, financing, constructing, operating and maintaining various public improvements and community facilities within its jurisdiction.

The District is governed by a five-member Board of Supervisors, the members of which must be residents of Florida and citizens of the United States. There is an election by  landowners for the District every two years on the first Tuesday after the first Monday in November. Board members shall begin being elected by qualified electors of the District as the District becomes populated with qualified electors based on the following schedule: at 10,000 qualified electors, one governing board member shall be a person elected by qualified electors and four elected by landowners; at 20,000 qualified electors the ratio is two-to-three respectively; at 30,000 qualified electors the ratio is three-to-two; at 40,000 qualified electors, the ratio is four-

to-one; and at 45,000 qualified electors, all five governing board members shall be persons who were elected by qualified electors. A "qualified elector" in this instance is any person at least 18 years of age who is a citizen of the United States, a legal resident of Florida and of the District, and who is also registered with the Supervisor of Elections to vote in either Manatee County or Sarasota County and resides in either Manatee or Sarasota County. Notwithstanding the foregoing, if at any time the Board proposes to exercise its ad valorem taxing power, it shall, prior to the exercise of such power, call an election at which all members of the Board shall be elected by qualified electors of the District.

Board meetings are noticed in the local newspaper and are conducted in a public forum in which public participation is permitted. Consistent with Florida's public records laws,  the records of the District are available for public inspection during normal business hours. Elected members of the Board are similarly bound by the State's open meetings law and are subject to the same disclosure requirements as other elected officials under the State's ethics laws.

What infrastructure improvements does the District provide and how are the improvements paid for?

The boundaries of the District encompass approximately 25,605 acres of land located in Manatee and Sarasota Counties. The “Lakewood Centre and NW Sector Projects” consists of approximately 2,360 acres located in Manatee County. The Lakewood Centre property consists of approximately 800 acres and is planned as a mixed-use development with residential, commercial, retail, and office uses. The NW Sector property consists of approximately 1,500 acres and is primarily planned for residential uses, as well as several hundred thousand square feet of neighborhood commercial and retail uses.

The public infrastructure necessary to support the development program within the development includes, but is not limited to, the following: a drainage system and stormwater management system (i.e. pipes, lakes, control structures, etc.), landscaping, lighting, recreation (i.e. parks, trails, etc.), decorative walls, fences, potable water systems, sanitary sewer systems, and irrigation facilities (the “Improvements”). The completion of these Improvements are anticipated to be funded by the District’s sale of bonds, notes or other indebtedness as discussed below (the “Lakewood Centre and NW Sector Projects”). Further information can be obtained from the District's Engineer’s Reports on file with the District.

On June 5, 2006, the District issued $30,145,000 Lakewood Ranch Stewardship District Bond Anticipation Notes, Series 2006 (“Lakewood Centre and NW Sector Projects”) (the “Series 2006 Notes”) for the purpose of: (1) financing a portion of the costs associated with the acquisition and construction of a portion of the Improvements; and (2) paying certain costs associated with the issuance of the Series 2006 Notes. On June 1, 2007, the District issued Renewal Bond Anticipation Notes, Series 2007 (the “Series 2007 Notes”), to renew the Series 2006 Notes, which were subsequently renewed by the issuance of Renewal Bond Anticipation Notes, Series 2009 on January 7, 2009.

On May 13, 2011, the District issued $36,255,000 Lakewood Ranch Stewardship District Special Assessment Revenue, Series 2011 (Lakewood Centre and NW Sector Projects) (the “Series 2011 Bonds”) for the purpose of: (1) retiring all of the District’s Renewal Bond Anticipation Notes, Series 2009, (2) funding the 2011 Reserve Account in an amount equal to  the 2011 Reserve Account Requirements, and (3) paying certain costs associated with the issuance of the Series 2011 Bonds.

On December 10, 2018, the District issued $11,790,000 Lakewood Ranch Stewardship District Special Assessment Revenue Bonds, Series 2018 (Lakewood Centre & NW Sector Projects) (the “Series 2018 Bonds”) for the purpose of: (1) financing a portion of the costs associated with the acquisition and construction of a portion of the Improvements, (2) funding the Series 2018 Reserve Account in an amount equal to the 2018 Reserve Account Requirement, and (3) paying costs associated with the issuance of the Series 2018 Bonds. It is anticipated that the funds generated by the Series 2018 Bonds will be utilized to complete the development of the Lakewood Centre and NW Sector Projects.

On September 10, 2020, the District issued $26,070,000 Senior Taxable Special Assessment Revenue Refunding Bonds, Series 2020A-1 (Lakewood Centre & NW Sector Projects) and $3,030,000 Subordinate Taxable Special Assessment Revenue Refunding Bonds, Series 2020A-2 (Lakewood Centre & NW Sector Projects) (“Series 2020 Refunding Bonds”) for the purpose of (i) refunding and redeeming all of the outstanding Series 2011 Bonds; (ii) paying certain costs associated with the issuance of the Series 2020 Refunding Bonds; (iii) purchasing the Reserve Policy and making a deposit into the 2020 Reserve Account; and (iv) paying a portion of the interest first coming due on the Series 2020 Refunding Bonds. The legal description of the lands encompassed within the Series 2020 Refunding Bonds assessment area of the District is attached hereto as Exhibit A.

District Infrastructure Improvements

As noted above, improvements comprising the Lakewood Centre and NW Sector Projects consists of a drainage system and stormwater management system (i.e. pipes, lakes, control structures, etc.), landscaping, lighting, recreation (i.e. parks, trails, etc.), decorative walls, fences, potable water systems, sanitary sewer systems, and irrigation facilities. Of these facilities, the District will own and operate/maintain the stormwater management system, irrigation system, and portions of the landscaping within the roadway system. Some roadway lighting may be owned and operated by the District. Most of the potable water system and the sanitary sewer system will be owned and operated/maintained by Manatee County, with lesser portions being owned and operated/maintained by the District.

Utility Improvements

The District will construct the potable water, sanitary sewer and irrigation systems necessary to support the Lakewood Centre and NW Sector Projects’ residents and other activities. Potable water, sanitary sewer and irrigation will be constructed to Manatee County

standards. Utilities may include offsite systems (i.e. offsite force main to a wastewater treatment plant) or onsite systems constructed as part of a major roadway or subdivision.

Stormwater Management and Drainage

The stormwater management system will be comprised of excavated stormwater management ponds as well as above ground and below ground collection systems to transport the stormwater to the appropriate stormwater ponds for treatment and flood attenuation.

Landscaping and Entry Features

Landscaping and entry features will be an integral part of the Lakewood Centre and NW Sector Projects’ infrastructure. Development areas and various neighborhoods will have entry features and various hardscape features designed to provide a distinctive look to the community.

Transportation Improvements

There are roadways that may require improvement in order to serve the Lakewood Centre and NW Sector Projects. Improvements may include new roadways, street lighting, expansion of existing roadways, intersection improvements, etc.

Recreation

Recreation facilities including trails, parks, etc. may be constructed within the project.

Assessments, Fees, and Charges

The costs of acquisition or construction of a portion of the above described infrastructure improvements have been financed by the District through the sale of the Series 2006 Notes and its renewal through the Series 2007 and Series 2009 Notes, as refunded through the issuance of the Series 2011 Bonds, which have been refunded through the issuance of the 2020 Refunding Bonds, and the Series 2018 Bonds. The outstanding bonds are secured by special assessments on property that benefits from the construction, acquisition, establishment, and operation of the Improvements. A schedule of the annual debt service obligations of the District which must be defrayed by annual assessments will depend upon the location (assessment area) and type of property purchased. A copy of the District’s Assessment Methodology, as amended and supplemented, is on file with the District.

The current maximum annual debt assessment for the Series 2018 Bonds are described in the Second Amended and Restated Disclosure of Public Financing and Maintenance of Improvements to Real Property Undertaken by the Lakewood Ranch Stewardship District [Lakewood Centre and NW Sector Projects], which has been previously recorded in Book 2767, Page 12 of the Official Records of Manatee County.

Provided below are the current maximum annual assessment levels for the Series 2020 Refunding Bonds:

Note: Gross amounts include collection costs from Manatee County and a maximum discount for early payment as authorized by law.

The amounts described above exclude any operations and maintenance assessments which may be determined and calculated annually by the District’s Board of Supervisors against all benefited lands in the District. These assessments will also be collected in the same manner  as county ad valorem taxes.

Method of Collection

The District's debt service and operations and maintenance assessments may appear on that portion of the annual real estate tax bill entitled "non-ad valorem assessments," and are expected to be collected by the county tax collector in the same manner as county ad valorem taxes. Each property owner must pay both ad valorem and non-ad valorem assessments at the same time. Property owners will, however, be entitled to the same discounts as provided for ad

valorem taxes. As with any tax bill, if all taxes and assessments due are not paid within the prescribed time limit, the tax collector is required to sell tax certificates which, if not timely redeemed, may result in the loss of title to the property. The decision to collect special assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.

This description of the Lakewood Ranch Stewardship District's operation, services and financing structure is intended to provide assistance to landowners and purchasers concerning the important role that the District plays in providing infrastructure improvements essential to the development of new communities. If you have questions or would simply like additional information about the District, please write to PFM Group Consulting, LLC, 12051 Corporate Blvd., Orlando, Florida 32817, or call (407) 723-5900.

IN WITNESS WHEREOF, this Third Amended and Restated Disclosure of Public Financing and Maintenance of Improvements to Real Property Undertaken has been executed as
of the 	day of 	,  2020,  and  recorded  in  the  Official  Records of
Manatee County, Florida.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

By:		 Chairman

Witness	Witness

Print Name	Print Name

STATE OF FLORIDA
COUNTY OF  	

Affirmed and subscribed before me by means of physical presence or  online notarization, this          day of 	, 2020 by Rex Jensen as Chairman of Lakewood Ranch Stewardship District, who is personally known to me or who has produced
 	 as identification. [Notary Seal]

Print Name:  	 Notary Public, State of Florida
Commission No.:  	

Exhibit A: Legal Description

Exhibit A

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2021-02

RESOLUTION 2021-02

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT RATIFYING, CONFIRMING, AND APPROVING THE SALE OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT REVENUE BONDS, SERIES 2020 (AZARIO PROJECT); RATIFYING, CONFIRMING, AND APPROVING THE ACTIONS OF THE CHAIRMAN, VICE CHAIRMAN, TREASURER, SECRETARY, ASSISTANT SECRETARIES, AND ALL DISTRICT STAFF REGARDING THE SALE AND CLOSING OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT  REVENUE BONDS, SERIES 2020 (AZARIO PROJECT), AND DETERMINING SUCH ACTIONS AS BEING IN ACCORDANCE WITH THE AUTHORIZATION GRANTED BY THE BOARD; SPECIFICALLY ACCEPTING AND APPROVING REQUISITION PAYMENTS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Lakewood Ranch Stewardship District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 2005-338, Laws of Florida, being situated in Manatee County and Sarasota County; and

WHEREAS, Chapter 2005-338, Laws of Florida, authorizes the District to acquire, construct, install, operate and/or maintain systems and facilities for certain basic infrastructure, including, but not limited to, surface water management, potable water systems, sanitary sewer systems, and irrigation facilities; and

WHEREAS, the District previously adopted resolutions authorizing the issuance and the negotiated sale of bonds within the scope of Chapter 2005-338, Laws of Florida, including its
$6,655,000 Lakewood Ranch Stewardship District Special Assessment Revenue Bonds, Series 2020 (Azario Project) (the “Series 2020 Bonds”); and,

WHEREAS, on September 16, 2020, the District closed on the sale of the Series 2020 Bonds; and

WHEREAS, as prerequisites to the issuance of the Series 2020 Bonds, the Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff, including the District Manager, District Financial Advisor, District Engineer, Bond Counsel and District Counsel, were required to execute and deliver various documents (the “Closing Documents”); and

WHEREAS, the District has previously considered and adopted a number of resolutions relating to the issuance of the Series 2020 Bonds and the imposition of special assessments securing such bonds; and

1

WHEREAS, the District finds the sale, closing and issuance of the Series 2020 Bonds were in the best interests of the District and desires to ratify, confirm and approve all actions of the District Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff in closing the sale of the Series 2020 Bonds, including the approval of requisition payments.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT:

SECTION 1. The sale, issuance and closing of the Series 2020 Bonds and the adoption of resolutions relating to the Series 2020 Bonds and all actions taken in furtherance of the closing on such bonds serve a public purpose and are in the best interests of the District and are hereby ratified, approved and confirmed. Additionally, the Cost of Issuance Spreadsheet,  attached hereto as Exhibit A, and the Closing Document List, attached hereto as Exhibit B, both of  which were prepared in connection with the closing of the Series 2020 Bonds, are hereby ratified, approved and confirmed.

SECTION 2. The resolutions levying and imposing the special assessments securing the Series 2020 Bonds remain in full force and effect and are hereby ratified and confirmed in all respects.

SECTION 3. The actions of the Chairman, Vice Chairman, Treasurer, Secretary, Assistant Secretaries and all District Staff in finalizing the closing and issuance of the Series 2020 Bonds, including the execution and delivery of the Closing Documents, and such other certifications or other documents required for the closing on the Series 2020 Bonds, including the approval of requisition payments, are determined to be in accordance with the prior authorizations of the Board and are hereby ratified, approved and confirmed in all respects.

SECTION 4. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part of this Resolution not held to be valid or unenforceable.

SECTION 5. This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 2nd day of October, 2020.

ATTEST:	LAKEWOOD RANCH STEWRADSHIP DISTRICT

Secretary/Assistant Secretary	Chairman

Exhibit A: Cost of Issuance Spreadsheet
Exhibit B: Closing Document List

Exhibit A

Cost of Issuance Spreadsheet

Exhibit B Closing Document List

(a)	Preliminary Limited Offering Memorandum, dated Augu st 26, 2020.

(b)	Rule 15c2-12 Cer tificate.

Limited Offering Memorandum, dated September 3, 2020.

Cer tificate of Delivery and Paymen t.

Documents of the District:
Gene ral Oosing Certificate of the Dis tr ict.

Certificate as to Public Meetings and of No Conflict of Interes t.

Federal Tax Certificate.

Request for Authentication and Certificate as to No Default.

Docum ents o.f th e Trustee:

Certificate of the Trus tee, Pay ing Agen t and Bond Registrar as to Certain Matters.

Cer tifica te of the Trustee as to Application of Bond Proceeds .

Opin ions of Counsel:
Opinion of Bryant Miller Olive P. A.

Supp lemental opinion of Bryant Miller Olive P.A.

Op inion of Hopping Green & Sams, P.A., Co unsel to the District.

Opinion of Holland & Knight LLP, Counse l to the Trustee.

Opinion of Akerman LLP, Counsel to the Underwriter.

Opinion of Counsel to Landowner.

Documents of Taylor Morrison of Florida, Inc. (the "Lando wner "):
Cer tifica te of Landowner.

Agreement Regarding the True Up and Payment of Special Assessments for Special Assessment Revenue Bonds, Series 2020 (Azario Project).

Collateral Assignment and Assumption of Development and Contract Rights Relating to the Azario Project.

Second Amended and Restated Agree ment Regard ing the Acquisition of Certai n Work Product and Infrastructure(Azario Project).

Declaration of Consent to Jurisdiction and to Imposition of Special Assessments (Azario Project).

31.	(a)
(b)

Agreement Regarding the Completion of Certain Improvements (Azario Project).
First Amendm ent to the Agreement Regarding the Completion of Cer tain Improvements (Azario Project).

Tri-Party Agreement Relating to Acknowledgment of Jurisdiction, Imposition of Special Assessments, and Acknowledgmen t of S ubordination.

Document of Schroeder-Manatee Ranch, Inc. ("SMR"):
Certific ate of SMR.

Mortgagee Special Assessment Acknowledgment.

Document of MBS Capital Markets, LLC (the "Underwriter"):
Certificate of Co rnpli,tnce with Section 189.051, Florida Statut es, and with Conditions Precedent and Receipt for Bonds.

Documents of Engineer s:
Certificateof Issuer's Consulting Engineer (Stantec Consulting Services Inc.).

Certificate of Landowner Engineer (Waldrop Engineering, P.A.).

Engineer's Report Azar io Lakewood Ranch, dated July 2020.

Document of PFM Gi:oup Consulting, Ll.C (the "District Manager''):
Certificate of District Manager.

Documents of PFM financiaJ Advisors LLC (the "Municipal Advisor" and the "Assess ment Consultant''):
Certificate of Municipal Advisor and Assessment Consult ant.

(a)

Master Assessment Methodology Report Lakewood Ranch Stewardship District Northeast Sector Azario Project Area, dated October 4, 2019; and

(b) Sup plemental Assessment Methodology Report Lakewood Ranch Stewardship District Northeast Sector Azario ProjectArea Series 2020 Bonds, dated September 3, 2020.

Miscellaneous Documents:
Internal Revenue Service Form 8038-G with Letter of Transmi ttal.

Notice to Division of Bond Finance as to Sale of Bonds.

Division of Bond Finance Form BF 2003 and BF 2004A and B.

Final Numbers.

Clos ing Memorand um.

Notice of Series 2020 Special Assessments (Azario Project) and Government Lien of Record.

4

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2021-03

RESOLUTION 2021-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT RATIFYING, CONFIRMING, AND APPROVING THE SALE OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT REVENUE BONDS, SERIES 2020 (LORRAINE LAKES); RATIFYING, CONFIRMING, AND APPROVING THE ACTIONS OF THE CHAIRMAN, VICE CHAIRMAN, TREASURER, SECRETARY, ASSISTANT SECRETARIES, AND ALL DISTRICT STAFF REGARDING THE SALE AND CLOSING OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SPECIAL ASSESSMENT  REVENUE BONDS, SERIES 2020 (LORRAINE LAKES PROJECT), AND DETERMINING SUCH ACTIONS AS BEING IN ACCORDANCE WITH THE AUTHORIZATION GRANTED BY THE BOARD; SPECIFICALLY ACCEPTING AND APPROVING REQUISITION PAYMENTS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Lakewood Ranch Stewardship District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 2005-338, Laws of Florida, being situated in Manatee County and Sarasota County; and

WHEREAS, Chapter 2005-338, Laws of Florida, authorizes the District to acquire, construct, install, operate and/or maintain systems and facilities for certain basic infrastructure, including, but not limited to, surface water management, potable water systems, sanitary sewer systems, and irrigation facilities; and

WHEREAS, the District previously adopted resolutions authorizing the issuance and the negotiated sale of bonds within the scope of Chapter 2005-338, Laws of Florida, including its
$10,655,000 Lakewood Ranch Stewardship District Special Assessment Revenue Bonds, Series 2020 (Lorraine Lakes Project) (the “Series 2020 Bonds”); and,

WHEREAS, on September 30, 2020, the District closed on the sale of the Series 2020 Bonds; and

WHEREAS, as prerequisites to the issuance of the Series 2020 Bonds, the Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff, including the District Manager, District Financial Advisor, District Engineer, Bond Counsel and District Counsel, were required to execute and deliver various documents (the “Closing Documents”); and

WHEREAS, the District has previously considered and adopted a number of resolutions relating to the issuance of the Series 2020 Bonds and the imposition of special assessments securing such bonds; and

1

WHEREAS, the District finds the sale, closing and issuance of the Series 2020 Bonds were in the best interests of the District and desires to ratify, confirm and approve all actions of the District Chairman, Vice Chairman, Treasurer, Assistant Secretaries and District Staff in closing the sale of the Series 2020 Bonds, including the approval of requisition payments.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT:

SECTION 1. The sale, issuance and closing of the Series 2020 Bonds and the adoption of resolutions relating to the Series 2020 Bonds and all actions taken in furtherance of the closing on such bonds serve a public purpose and are in the best interests of the District and are hereby ratified, approved and confirmed. Additionally, the Cost of Issuance Spreadsheet,  attached hereto as Exhibit A, and the Closing Document List, attached hereto as Exhibit B, both of  which were prepared in connection with the closing of the Series 2020 Bonds, are hereby ratified, approved and confirmed.

SECTION 2. The resolutions levying and imposing the special assessments securing the Series 2020 Bonds remain in full force and effect and are hereby ratified and confirmed in all respects.

SECTION 3. The actions of the Chairman, Vice Chairman, Treasurer, Secretary, Assistant Secretaries and all District Staff in finalizing the closing and issuance of the Series 2020 Bonds, including the execution and delivery of the Closing Documents, and such other certifications or other documents required for the closing on the Series 2020 Bonds, including the approval of requisition payments, are determined to be in accordance with the prior authorizations of the Board and are hereby ratified, approved and confirmed in all respects.

SECTION 4. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part of this Resolution not held to be valid or unenforceable.

SECTION 5. This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 2nd day of October, 2020.

ATTEST:	LAKEWOOD RANCH STEWRADSHIP DISTRICT

Secretary/Assistant Secretary	Chairman

Exhibit A: Cost of Issuance Spreadsheet
Exhibit B: Closing Document List

Exhibit A

Cost of Issuance Spreadsheet

Exhibit B Closing Document List

Certificate of Delivery and Payment.

Documents of the District:
General O osing Certificate of the District.

Certifica te as to Public Meetings and of No Conflict of Interest.

Federal Tax Certificate.

Request for Authen tication and Certificate as to No Default.

Documents of the Tr ustee:
Certificate of th e Tr ustee, Paying Agent and Bond Registrar as to Certai.n Matters.

Certificate of the Trustee as to Application of Bond Proceeds.

Opinions of Counse l:
Opinion of Bryant Miller Olive P.A.

Supplementa l and reliance opinion of Bryant Mi.lier Olive P.A.

Opinion of Hopp ing Green &Sams, P.A., Counse l to the District.

Opinion of Holland & Knight LLP, Counsel to the Trustee.

Opinion of Akerman LLP, Counsel to the Underwriter.

Opinion of Counsel to the Landowner.

Documents of Lennar Homes, LLC (the "Landowner"):
Certificate of Lan downer .

Agreement Regarding the True Up and Payment of Special Assessments for Special Assessment Revenue Bonds, Series 2020 (Lorraine Lakes Project).

Collateral Assignment and Assumption of Development and Contract Rights Relating to the Lorraine Lakes Project.

Amended and Restated Agreement Regarding the Acquisition of Certain Work Product and Infrastructure (Lorraine Lakes Project).

Declaration of Consent to Jurisdiction and to Imposition of Special Assessments (Lorraine Lakes Project).

Agreement Regarding the Completion of Cer tain Improvement s (Lorraine Lakes Project).

Document of Schroeder-Manatee Ranch, Inc. ("SMR"):
Certificate of SMR

Document of MBS Capital Markets, LLC (the "Underwriter"):
Cer tificate of Comp liance with Section 189.051, Florida Statutes, and with Conditions Precedent and Receipt for Bonds.

Documenst  of  En ginee.rs:
Cer tificate of Issuer's Consulting Engineer (Stantec Cons ulting Services Inc.).

Cer tificate of Landow ner Engineer (Kjmley Horn and Associates).

Engineer's Report for Lorraine Lakes, dated September 2020.

Document of PFM Group Cons ulting, LLC (the"District Manager''):
Cer tificate of District Manager.

Documents of PFM financial Advisors LLC (the "Municipal Advisor" and the "Assessment Consultant"):
Certificate of Municipal Advisor and Assessment Consultant.

(a)

Master Assessment Methodology Report Lakewood Ranch Stewardship District Northeast Sector Lorraine Lakes Project Area, dated June1, 2020; and

(b)  Supp lementa l  Assessment  Methodology  Report  Lakewood  Ranch  Stewardship Dis trict Northeast Sector Lorraine Lakes Project Area Series 2020 Bonds, dated September 18, 2020.

Miscellaneous Documents:
Internal Revenue Service Form 8038-G with Letter of Tran s mittal.

Notice lo Division of Bond Finance as to Sale of Bonds.

Division of Bond Finance Form13F 2003 and BF 2004A and B.

Final Numbers.

Closing Memorandum.

Notice of Series 2020 Special Assess ments (Lorr aine Lakes Project) and Governmen t Lien of Record.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Disclosure of Public Financing (Lorraine Lakes)

This Instrument Prepared by and return to:

Lakewood Ranch Stewardship District c/o PFM Group Consulting, LLC 12051 Corporate Blvd.
Orlando, Florida 32817

This space reserved for use by the Clerk of
the Circuit Court

DISCLOSURE OF PUBLIC FINANCING AND MAINTENANCE OF IMPROVEMENTS TO REAL PROPERTY UNDERTAKEN BY
THE LAKEWOOD RANCH STEWARDSHIP DISTRICT [LORRAINE LAKES PROJECT]

Board of Supervisors and Officers1
Lakewood Ranch Stewardship District

Rex Jensen Chairman

Tony Chiofalo
Vice Chairman/Assistant Treasurer

James Schier Assistant Secretary

Scott Almand Assistant Secretary

Ed Hunzeker Assistant Secretary

PFM Group Consulting, LLC District Manager
12051 Corporate Blvd.
Orlando, Florida 32817
(407) 723-5900

District records are on file at the offices of the District Manager and at the local records office 14400 Covenant Way, Lakewood Ranch, Florida 34202, and are available for public inspection upon request during normal business hours.

1	This list reflects the composition of the Board of Supervisors and Officers as of September 1, 2020. For a current list, please contact the District Manager.

TABLE                  OF                  CONTENTS Introduction	1
What is the District and how is it governed?	1
What infrastructure improvements does the
District provide and how are the improvements paid for?	2
District Infrastructure Improvements	2
Water and Wastewater Improvements	2
Stormwater Management Improvements	3
Assessments, Fees, and Charges	3
Method of Collection	4

Introduction

On behalf of the Board of Supervisors of the Lakewood Ranch Stewardship District (the “District”), the following information is provided to give you a description of the District’s services and the assessments that are anticipated to be levied within the District to pay for the construction, operation and maintenance of certain community infrastructure. The District is a unit of special-purpose local government created pursuant to and existing under the provisions of 2005-338, Laws of Florida. Unlike city and county governments, the District has only certain limited powers and responsibilities.

Under Florida law, special districts are required to take affirmative steps to provide for the full disclosure of information relating to the public financing and maintenance of improvements to real property undertaken by such districts. The law specifically provides that this information shall be made available to all persons currently residing within the District and to all prospective District residents. The following information, describing the Lakewood Ranch Stewardship District and the assessments, fees and charges that are anticipated to be levied within the District to pay for certain community infrastructure, is provided to fulfill this statutory requirement.

The District is here to serve the needs of the community and we encourage your participation in District activities.

What is the District and how is it governed?

The District is an independent special taxing district created pursuant to and existing under the provisions of Chapter 2005-338, Laws of Florida, enacted on June 17, 2005 and amended by Chapter 2009-263, Laws of Florida, Chapter 2018-178, Laws of Florida, and Chapter 2019-180, Laws of Florida. The District currently encompasses approximately 25,605 acres of land located within the jurisdictional boundaries of Manatee and Sarasota Counties, Florida. As a local unit of special-purpose government, the District provides an alternative means for planning, financing, constructing, operating and maintaining various public improvements and community facilities within its jurisdiction.

The District is governed by a five-member Board of Supervisors, the members of which must be residents of Florida and citizens of the United States. There is an election by landowners for the District every two years on the first Tuesday after the first Monday in November. Board members shall begin being elected by qualified electors of the District as the District becomes populated with qualified electors based on the following schedule: at 10,000 qualified electors, one governing board member shall be a person elected by qualified electors and four elected by landowners; at 20,000 qualified electors the ratio is two-to-three respectively; at 30,000 qualified electors the ratio is three-to-two; at 40,000 qualified electors, the ratio is four- to-one; and at 45,000 qualified electors, all five governing board members shall be persons who were elected by qualified electors. A "qualified elector" in this instance is any person at least 18 years of age who is a citizen of the United States, a legal resident of Florida and of the District, and who is also registered with the Supervisor of Elections to vote in either Manatee County or Sarasota County and resides in either Manatee or Sarasota County. Notwithstanding the

foregoing, if at any time the Board proposes to exercise its ad valorem taxing power, it shall, prior to the exercise of such power, call an election at which all members of the Board shall be elected by qualified electors of the District.

Board meetings are noticed in the local newspaper and are conducted in a public forum in which public participation is permitted. Consistent with Florida's public records laws,  the records of the District are available for public inspection during normal business hours. Elected members of the Board are similarly bound by the State's open meetings law and are subject to the same disclosure requirements as other elected officials under the State's ethics laws.

What infrastructure improvements does the District provide and how are the improvements paid for?

The boundaries of the District encompass approximately 25,605 acres of land located in Manatee and Sarasota Counties. The Lorraine Lakes Project consists of approximately 544.6 acres located in Manatee County, the legal description of which is attached hereto as Exhibit A. The development is planned as a residential development.

The public infrastructure necessary to support the development program includes, but is not limited to, water and wastewater facilities, and stormwater management facilities (the “Improvements”). Each of Improvements are more fully detailed below. The Improvements are anticipated to be funded by the District’s sale of bonds, notes, or other indebtedness as discussed below (the “Lorraine Lakes Project”).

On September 30, 2020, the District issued $10,655,000 Lakewood Ranch Stewardship District Special Assessments Revenue Bonds, Series 2020 (Lorraine Lakes Project) (the “Series 2020 Bonds”) for the purpose of: (1) financing a portion of the costs associated with the acquisition, construction, installation and equipping of the Improvements; (2) funding the 2020 Reserve Account; (3) funding capitalized interest through November 1, 2021; and (4) paying certain costs associated with the issuance of the Series 2020 Bonds.

District Infrastructure Improvements

As noted above, improvements for the Lorraine Lakes Project will consist of water and wastewater facilities, and stormwater management facilities. Of these facilities, the District will own and operate/maintain the stormwater management system. The potable water system and  the sanitary sewer system will be owned and operated/maintained by Manatee County (“County.”)

Water and Wastewater Improvements

The potable water facilities include distribution mains along with necessary valves, fire hydrants and water services to individual lots. Connections to the existing County system at Uihlein Road, 44th Avenue East and Rangeland Parkway is also included. Approximately 16.4 miles of 2-inch to 10-inch water mains will be constructed. The wastewater facilities include

gravity sewer collection lines with individual services, sanitary lift station and force main piping to connect to the existing County system. An estimated 10.2 miles of 8-inch to 12-inch gravity collection lines, 4,000 LF of force main, and 3 sewage lift stations are to be constructed. Facilities will be designed and constructed in accordance with County and Florida Department of Environmental Protection (“FDEP”) standards.

Stormwater Management

The stormwater management system includes the drainage system for the Lorraine Lakes Project and includes the project’s roadway drainage structures, wetland preserves, and stormwater detention facilities. Stormwater ponds with associated curb and gutter,  culverts, catch basins, swales, channels and water control structures are proposed. The stormwater management system is designed and constructed in accordance with County and South West Florida Water Management District (“SWFWMD”) standards for water quality and flood control. On-site wetlands and conservation areas are incorporated as an integrated part of the stormwater management system. Portions of the stormwater conveyance and drainage system to include the curb and gutters, the stormwater culverts and stormwater pipes and similar stormwater and drainage facilities and services will be financed by the District.

Assessments, Fees, and Charges

The costs of acquisition or construction of a portion of the above described Improvements have been financed by the District through the sale of the Series 2020 Bonds. The outstanding bonds are secured by special assessments on property that benefits from the construction, acquisition, establishment, and operation of the Improvements. A schedule of the annual debt service obligations of the District which must be defrayed by annual assessments will depend upon the location (assessment area) and type of property purchased. A copy of the District’s Assessment Methodology, as supplemented, is on file with the District.

The current maximum annual debt assessment for the benefitted lands within the Lorraine Lakes Project per unit type is as follows:

The amounts described above exclude any operations and maintenance assessments which may be determined and calculated annually by the District’s Board of Supervisors against all benefited lands in the District. These assessments will also be collected in the same manner  as county ad valorem taxes.

Method of Collection

The District’s debt service and operations and maintenance assessments may be billed directly by the District or may appear on that portion of the annual real estate tax bill entitled “non-ad valorem assessments,” and are expected to be collected by the county tax collector in the same manner as county ad valorem taxes. Each property owner must pay both ad valorem and non-ad valorem assessments at the same time. Property owners will, however, be entitled to the same discounts as provided for ad valorem taxes. As with any tax bill, if all taxes and assessments due are not paid within the prescribed time limit, the tax collector is required to sell tax certificates which, if not timely redeemed, may result in the loss of title to the property. The decision to collect special assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices

This description of the Lakewood Ranch Stewardship District’s operation, services and financing structure is intended to provide assistance to landowners and prospective purchasers concerning the important role that the District plays in providing infrastructure improvements essential to the development of the community. If you have questions or would simply like additional information about the District, please write to PFM Group Consulting, LLC, 12051 Corporate Blvd., Orlando, Florida 32817, or call (407) 723-5900.

IN WITNESS WHEREOF, this Disclosure of Public Financing and Maintenance of Improvements to Real Property Undertaken has been executed as of the    day of October,    2020, and recorded in the Official Records of Manatee County, Florida.
LAKEWOOD RANCH STEWARDSHIP DISTRICT

By:		 Rex Jensen, Chairman

Witness	Witness

Print Name	Print Name

STATE OF FLORIDA
COUNTY OF  	

Affirmed and subscribed before me by means of  physical presence or  online notarization, this day of October, 2020 by Rex Jensen as Chairman of Lakewood Ranch Stewardship District, who is personally known to me or who has produced
 	 as identification. [Notary Seal]

Print Name:  	 Notary Public, State of Florida
Commission No.:  	

Exhibit A: Legal Description

Exhibit A
LORRAINE LAKES, PHASE I DESCRIPTION

A PARCEL OF LAND LYING IN SECTIONS 10, 11, 14, AND 15, TOWNSHIP 35 SOUTH, RANGE 19 EAST, MANATEE COUNTY, FLORIDA, AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE SOUTH 1/4 CORNER OF SECTION 10, TOWNSHIP 35 SOUTH, RANGE 19 EAST, MANATEE COUNTY, FLORIDA; THENCE NORTH 00°24'47" WEST, ALONG THE WEST BOUNDARY OF THE SOUTHEAST 1/4 OF SAID SECTION 10, A DISTANCE OF 2,649.44 FEET TO THE CENTER OF SAID SECTION 10; THENCE NORTH 00°04'03" WEST, ALONG THE WEST BOUNDARY OF THE NORTHEAST 1/4 OF SAID SECTION 10, A DISTANCE OF 208.43 FEET TO A POINT ON THE SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST ACCORDING TO OFFICIAL RECORDS BOOK 2746, PAGE 3274, OF THE PUBLIC RECORDS OF MANATEE COUNTY, FLORIDA, SAME POINT BEING ON A NON-TANGENT CURVE TO THE LEFT; THENCE EASTERLY ALONG SAID SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST, 995.68 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,203.00 FEET, A CENTRAL ANGLE OF 25°53'45", AND A CHORD BEARING AND DISTANCE OF SOUTH 83°29'26" EAST 987.23 FEET TO A POINT ON THE SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST ACCORDING TO OFFICIAL RECORDS BOOK 2756, PAGE 3198, OF THE PUBLIC RECORDS OF MANATEE COUNTY, FLORIDA; THENCE ALONG SAID SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST THE FOLLOWING FOUR (4) COURSES: 1) SOUTH 83°41'49" EAST, A DISTANCE OF 51.80 FEET TO A POINT ON A NON-TANGENT CURVE TO THE LEFT; 2) EASTERLY 284.85 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,215.00 FEET, A CENTRAL ANGLE OF 07°22'05", AND A CHORD BEARING AND DISTANCE OF NORTH 78°34'14" EAST 284.65 FEET TO A POINT OF REVERSE CURVE TO THE RIGHT; 3) EASTERLY 55.41 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,071.00 FEET, A CENTRAL ANGLE OF 01°31'59", AND A CHORD BEARING AND DISTANCE OF NORTH 75°39'11" EAST 55.41 FEET TO A POINT ON A NON-TANGENT CURVE TO THE RIGHT; 4) NORTHEASTERLY 30.11 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 35.00 FEET, A CENTRAL ANGLE OF 49°17'08", AND A CHORD BEARING AND DISTANCE OF NORTH 52°30'38" EAST 29.19 FEET TO A POINT ON AFORESAID SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST ACCORDING TO OFFICIAL RECORDS BOOK 2746, PAGE 3274, SAME BEING A POINT ON A COMPOUND CURVE TO THE RIGHT; THENCE ALONG SAID SOUTHERLY RIGHT OF WAY LINE OF 44TH AVENUE EAST THE FOLLOWING TWO (2) COURSES: 1) EASTERLY 1,139.95 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,083.00 FEET, A CENTRAL ANGLE OF 31°21'21", AND A CHORD BEARING AND DISTANCE OF SOUTH 87°10'07" EAST 1,125.78 FEET TO A POINT OF REVERSE CURVE TO THE LEFT; 2) EASTERLY 1,994.38 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,203.00 FEET, A CENTRAL ANGLE OF 51°52'11",  AND  A  CHORD  BEARING  AND  DISTANCE  OF  NORTH  82°34'28"  EAST
1,926.96 FEET; THENCE SOUTH 33°21'37" EAST, A DISTANCE OF 215.02 FEET; THENCE SOUTH 63°27'51" EAST, A DISTANCE OF 1,547.36 FEET; THENCE NORTH

62°43'29" EAST, A DISTANCE OF 424.07 FEET; THENCE NORTH 89°59'34" EAST, A DISTANCE OF 98.35 FEET TO A POINT ON THE WESTERLY RIGHT OF WAY LINE OF UIHLEIN ROAD ACCORDING TO OFFICIAL RECORDS BOOK 2746, PAGE 3274, OF THE PUBLIC RECORDS OF MANATEE COUNTY, FLORIDA; THENCE ALONG SAID WESTERLY RIGHT OF WAY LINE OF UIHLEIN ROAD THE FOLLOWING TEN (10) COURSES: 1) SOUTH 00°00'26" EAST, A DISTANCE OF 489.76 FEET TO A POINT ON A CURVE TO THE RIGHT; 2) SOUTHERLY 140.53 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 1,470.00 FEET, A CENTRAL ANGLE OF 05°28'39", AND A CHORD BEARING AND DISTANCE OF SOUTH 02°43'53" WEST 140.48 FEET; 3) SOUTH 17°01'18" WEST, A DISTANCE OF 48.83 FEET; 4) SOUTH 12°06'38" WEST, A DISTANCE OF 229.81 FEET; 5) SOUTH 01°24'55" EAST, A DISTANCE OF 48.66 FEET TO A POINT ON A NON-TANGENT CURVE TO THE LEFT; 6) SOUTHERLY 319.52 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 1,590.00 FEET, A CENTRAL ANGLE OF 11°30'50", AND A CHORD BEARING AND DISTANCE OF SOUTH 05°29'27" WEST 318.98 FEET; 7) SOUTH 00°15'58" EAST, A DISTANCE OF 172.81 FEET;
8) SOUTH 13°13'46" WEST, A DISTANCE OF 51.42 FEET; 9) SOUTH 00°15'58" EAST, A DISTANCE OF 631.99 FEET TO A POINT ON A CURVE TO THE RIGHT; 10) SOUTHWESTERLY 39.27 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 25.00 FEET, A CENTRAL ANGLE OF 90°00'00", AND A CHORD BEARING AND DISTANCE OF SOUTH 44°44'02" WEST 35.36 FEET TO THE NORTHERLY RIGHT OF WAY LINE OF RANGELAND PARKWAY ACCORDING TO OFFICIAL RECORDS BOOK 2746, PAGE 3274, OF THE PUBLIC RECORDS OF MANATEE COUNTY, FLORIDA; THENCE ALONG SAID NORTHERLY RIGHT OF WAY LINE OF RANGELAND PARKWAY THE FOLLOWING FIVE (5) COURSES: 1) SOUTH 89°44'02" WEST, A DISTANCE OF 523.00 FEET TO A POINT ON A CURVE TO THE LEFT; 2) WESTERLY 1,459.90 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,160.00 FEET, A CENTRAL ANGLE OF 38°43'30", AND A CHORD BEARING AND DISTANCE OF SOUTH 70°22'17" WEST 1,432.27 FEET; 3) SOUTH 51°00'32" WEST, A DISTANCE OF 1,748.68 FEET TO A POINT ON A CURVE TO THE RIGHT; 4) WESTERLY 2,021.79 FEET ALONG THE ARC OF SAID CURVE, HAVING A RADIUS OF 2,940.00 FEET, A CENTRAL ANGLE OF 39°24'05", AND A CHORD BEARING AND DISTANCE OF SOUTH 70°42'35" WEST 1,982.19 FEET; 5) NORTH 89°35'23" WEST, A DISTANCE OF 1,133.37 FEET TO THE WEST BOUNDARY OF THE NORTHEAST 1/4 OF SECTION 15, TOWNSHIP 35 SOUTH, RANGE 19 EAST, MANATEE COUNTY, FLORIDA; THENCE NORTH 00°25'34" WEST, ALONG SAID WEST BOUNDARY, A DISTANCE OF 2,033.19 FEET TO THE POINT OF BEGINNING.

CONTAINING 544.646 ACRES.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Engineer’s Report

()	Stantec

Stantec Consulting Servic e s Inc . 6900 Pro fessional Parkway East Sarasota FL 34240-8414
Te l: (941) 907-6900
Fax: (941) 907-6910

Sep tembe r 24, 2020

File:	215 615146

Via: E-Ma il (b o b .simons@lake woodranch.com)

Lakewood Ranch Stewardship Distric t 14400Covenant Way
La kewood Ranch, FL 34202

Attn:	Mr. Rex Jensen
Chairman

Reference: Change Order No. 88 Under Specific Authorization No. 109 Waterside East-West Roadway Project

Dear Mr. Jensen :

D ue to ongoing project needs and changes proposed by the Client. Stantec is reques ting app ro val to proc eed with the additional profe ssional servic es as follows:

Task 220 - Plan/ Permit Preparation

At the request of  the  Client, we  have  modified  the  construction  plan and  we  are  reque sting  an in cr e ase of $12,000 (bringing to tal for this task to $267,000) to this task to address the following:
Revised c on struc tion p lans and added median break and entranc e drive needed for future dog p ark.
Regraded the Blue La ke Rd . to address fill requirement s between Client and Homes by Town .
Performed a storm sewer pipe cost analysis between Home s by Town and Cl ient .
Added conduit/ pull boxes and required details for future Saraso ta County fiber optic needs.

Task 230 - Permit Processing

Due  to  ongoing c oordination, comment  resp onses  and  plan modifications with Sarasota  County , we have exc eede d the permit proc essing task and are requesting an increase of $15,000 (b ringing the  total for this task to $47,000) to address the follow ing:	-
Extended	sto rmwa ter	modeling and coordination with Sarasota County Stormwater Department.
Coordination with Sarasota County Utility Department reg arding the master re-pump sta tion.
Plan revisions to include st orm water major and sub b asin bound aries, speedbump/ tabletops, requested infrastructure for multiuse trail intersec tion s.

Desig n with commuintyin mind
09/ 24 /2020 - JVEG A
vj v:\ 2156 \ oc flve\215615 146\ odmin\ documen ls\proposal\     pro _r-jemen _lwrsd_sa- 109_co-88_wrlsd-eost-wesJ-rdwy_bdgl -1ncrs_lsJ'CS- 220-230-240_kel_20200924.docx

CO 88 to SA 109
Lakewood Ranch Stewardship District Waterside East-West Roadway
Page 2 of 2

Task 240 - Bid Documents

Due to additional quantity takeoffs required from the above plan modifications we are reque sting an inc rease to this task of $2,000,bringing the new total for this task to $17,000.

nme and Materia l (T/M) estimates are based upon past experience but the actual fee may be more or less due to factors outside of STANTEC's control.

Fees are no t to be exceeded without prior consent from the CLIENT.

Unless otherwise specified, charges for SERVICES are based on Stantec's hourly billing rate table ("Rate Table"), attached hereto. The Rate Table is subject to escalation from time to time. At a minimum, effective each Januaryl during the term of this Agreement, Stan tec  's  charges  for SERVICES shall escalate by either (a) the most current Consumer Price Index year over year percentage increase, not se asona lly adjusted, for the preceding July, all items, as published by Statistics Canada (for Projects in Canada) plus 1.0%, or (b) the most current Consumer  Price Index for All Urban Consumers (CPI-U) year over year percentage increase, not  seasonally adjusted ,  for the preceding July, as published by the U.S. Bureau of Labor Stat istic s p lus 1.0% (for all other projects).

-	' 

S.A. Contract to Date	$ 488,500
Increase   this Change Or	-
New Contrac t Sum	$ 517,500

   Stantec Consulting Services Inc.		 Lakewood Ranch St ew ardship District	

   6900 Professiona l Parkway East		 14400 Covenant Way

   Lakewood Ra nc h, FL 34202	

By

September  24, 2020		 	

Date

September 24, 2020

Date

Design with community in rnind
09/24/ 2020 -JVEGA
vj v:\ 2156\ ac tive\ 2156 15146\ od m in\ documen  l s\ pmp o sal\ pro_r-jensen_lwrsd_sa- 109_co-88_wlrsd-eost-west-rd	dg lnc

  Stantec

SCHEDULE OF FEES
Effective January 1, 2020

Staff Level	Rate

Level 3	$ 98.00	
Level 4	$ 108.00	
Level 5	$ 123.00	
Level 6	$ 127 .00	
Level 7	$ 132.00	
Level 8	$ 143.00	
Level 9	$ 149.00	
Level 10	$ 154 .00	
Level 11	$ 165.00	
Level 12	$ 174.00	
Level 13	$ 183.00	
Level 14	$ 192.00	
Level 15	$ 204.00	
Level 16	$ 225.00	
Level 17	$ 232.00	
Level 18	$ 239.00	
Level 19	$ 248.00	
Level 20	$ 258.00	
Level 21	$ 274.00	
1 Person Field Crew	$ 95.00	
2 Person Field Crew	$ 135.00	
3 Person Field Crew	$ 155.00	
4 Person Field Crew	$ 175.00	

Unit billings, such as printing and survey ma terial s, wi ll be billed at standard rates. All other out-of­ pocket expense s will be billed at cost +l 0%.

Z;\ biling_ leve!J o les\ 2020\ Schedule ol Fees - 2020_1oble-20191009 .doc,

Change Order
No. 	1	

Date of Issuance:      September 3, 2020	Effective Date:     October 2, 2020	

Project: Lakewood Centre CORE Phase 2 and SR-70 Turn Lanes 3	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $5,874,440.45	Date of Contract: August 3, 2020	
Contractor: Frederick Derr & Company, Inc.	Engineer's Project No.: 215613303	

The Contract Documents are modified as follows upon execution of this Change Order:

Description:

Deduction for Materials Purchase & Sales Tax.

Attachments: (List documents supporting change):

Frederick Derr & Company, Inc. CO-1 dated 8/28/2020.

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES:	

Original Contract Price:

Original Contract Times:

  Working days	 Calendar days

$ 5,874,440.45	

Substantial completion (days or date): 	330 Days	
Ready for final payment (days or date): 	360 Days	

[Increase] [Decrease] from previously approved Change Orders No. 	0	to No. 	0	:

$ 	

[Increase] [Decrease] from previously approved Change Orders No. 	0	to No. 	0	:
Substantial completion (days):  	 Ready for final payment (days):  	

Contract Price prior to this Change Order:

$ 5,874,440.45	

Contract Times prior to this Change Order:
Substantial completion (days or date): 	330 Days	
Ready for final payment (days or date): 	360 Days	

[Increase] [Decrease] of this Change Order:

$ (914,361.00)

[Increase] [Decrease] of this Change Order:
Substantial completion (days or date):  	 Ready for final payment (days or date):  	

Contract Price incorporating this Change Order:

$ 4,960,079.39	

Contract Times with all approved Change Orders:
Substantial completion (days or date): 	330 Days	
Ready for final payment (days or date): 	360 Days	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:  		By:  		By:  		
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:  		Date:  		Date:  		

Approved by Funding Agency (if applicable):	
 		
Date:	

V:\2156\active\215613303\civil\construction_phase_documents\phase_2_sr_70_trn_lns_3\change_orders\received\con_lw-centre-core-2_sr-70-trn-lns-3_co-1_-914361-00_materials-deduct_f-derr_20200902.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institute.

FREDERICK DERR & COMPANY
INCORPORATED

CONTRACT CHANGE ORDER	8/28/2020

Number	1.00

Bob Simons
LWR StewardshipDistrict

Job:	Lakewood Centre Core Phase:	Ph 2

We agree to the following changes, additions, or deductions:

ITEM	DESCRIPTION	EST QUAN	UNIT	UNIT$	TOTAL$	
3-01-000	Owner Purchase Materials					
3-01-010	Core and Main Materials Deduct	-1.00	LS	592,157.58	-592,157.58	
3-01-020	Core and Main Sales Tax Deduct	-1.00	LS	35,579.46	-35,579.46	
3-01-030	County Materials Materials Deduct	-1.00	LS	97,732.56	-97,732.56	
3-01-030	County Materials Sales Tax Deduct	-1.00	LS	5,913.95	-5,913.95	
3-01-040	Oldcastle Materials Deduct	-1.00	LS	116,171.00	-116,171.00	
3-01-050	Oldcastle Sales Tax Deduct	-1.00	LS	7,020.26	-7,020.26	
3-01-060	MSB Materials Deduct	-1.00	LS	55,875.00	-55,875.00	
3-01-070	MSB Sales Tax Deduct	-1.00	LS	3,911.25	-3,911.25	

REASON FOR CHANGE:

Proposed

 Own,"fi	----	----

THIS CHANGE ORDER   	

For th# Contractor

Accepted			 For the Engineer

Accepted	 	
For the Owner

NET

EXISTINGCONTRACT
TOTAL

NEW CONTRACT
TOTAL

-914,361.06!

5,874,440.451

4,960,079.39!

P.O. Box 271,9 Sarasota, Florida 34230 • (941) 355-8575 • FAX (941) 351-8854

Change Order
No.	6

Date of Issuance:        September 14, 2020	Effective Date:	October 21 2020

Project:  Uihlein Road Phase 3 with SR-64	Owner: Lakewood Ranch Stewardship
FDOT Turn Lanes	!	District	Owner's Contract No.:	
Conlracl: $6,978,473.41	Date or Contract: February 3, 2020	
Contractor : Ryangolf Corporation	Engineer's Project No.: 215613728	

The Contract Documents are modified as follows upon execution of this Change Order:

Description:

Remove, relocate and reinstall Control Structure 25

Attachments: (List docum ents supporting change):

Ryangolf Corporation CO-5 (rev) dated 8/17/2020.

 	CHANGE  IN CONTRACT PRICE:	 	CHANGE IN  CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:    D Working days	IE! Calendar days
Substantial   completion   (days or  date):	2.,_7,_,0"-"'D"'aCJ'..y,._s_   _   _   _   _   _   _

$   6,978,473.41		Ready for final payment (days or date): _  :.3""0:...D.:-a="-"y'_s  _   _   _   _   _   _

(merease] (Decrease] from previously approved Change [Increase ] [Decrease] from previously approved Change Orders

Orders No.	_1   

to No.	5	No.	1	to No._ _ _5  _

Substantial completion (days): _   _   _   _   _   _   _   _   _   _   _   _   _   _   _
$    (963,178.88)		Ready for final payment (days): _   _   _   _   _   _   _   _   _   _   _   _   _   _

Contract Price prior to this Change Order:	Contract Times prior to this Change Order:

$  6,015,294.53	

Substantial completion (days or date)-:
Ready for final payment (days or date)-:

   2=7 D0 =.y,_s-    -    -    -    -    -    - 
=3=00:....:Da"=-"y'_s  _   _   _   _   _   _

[Increase] [Qesrease] of this Change Order:

$	17 020.00

Contract Price incorporating this Change Order:

(Increase] (Decrease] of this Change Order:
Substantial completion (days or date): 	_
Ready for final payment (days or date): _ _ _ _ _ _ _ _ _ _ _ _

Contract Times with all approved Change Orders:
Substantial completion (days or date):	270 Days (10/30/2020)

$     6,032,314.53		Ready  for final payment (days or date) :	300 Days 111/29/2020)

yB : ·

,< I	/	I/	1<

RECOMMENDED:	ACCEPTED:

By: _ _ _ _ _ _ _ _ _ _ _ _ _
Engineer (AuthorizedSignature)

By: _ _ _ _ _ _ _ _ _ _ _ _ _ _
Owner (Au thorized Signature)

Date: _9/_21_/2_02_0 _   _   _   _   _   _   _   _   _   _

Date:

_  _  _	_ _ _ _ _ _ _ _ _ _ _

Da  te:   -    -     -     -     -     -/-    -     +     -     -     -     -     -

Approved by Funding Agency  (if applicable): 	Date:
V,\2156\active\215613728\civil\construction_ph,u e_documenls\change_orders\uhlein_3_st--64-l lKn\con_uihl&1n •3_u .6.  4-foot-hn•ln_co-6_17020•00_cs-25_remove-1elo-r elnslal _eJcdc_c941_ryangolt_kel_20200914.docx

EJCDC No. C-941 (2002 Edition)
Prepared by the Engineers' Joint Contrnct Documen ts Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institut e.

Page I  of I

,..
CONTRACT CHANGE ORDER,flS' (/J
PROJ EC T: 	UIHLEIN  ROAD-PHASE  Ill    -  SR-64 &  UIHLEIN FDOT TURN LANE ADDITIONS	                                           CONTRACT FOR: LAKEWOOD RANCH STEWARDSHIP DISTRICT	
CONTRACTOR:      RYANGOLF CORPORATION		                                                                                                                                            ENGINEER:	 	
Condit ions : The changes described herein shall be governed by the terms and conditions of the Contract, and shall not In anyway alter the terms of the Contract, but shall hereafter be a part of the Contract.	
ITEM
NO.I DESCRIPTION	1	QUANTITY l	UNITI	
PRICE	I	AMOUNT
(+)(-)	

1	Remove Ex Pipe & Structures	1	LS	1,500.00	$1,500.00	
2	24" MES	1	EA	3,700.00	$3,700.00	
3	24" RCP	140	LF	73.50	$10,290.00	
4	Re-Install CS-25	1	EA	2,450.00	$2,450.00	
5	Re-Grade	1	LS	1,000.00	$1,000.00	
6	Bahia Sodding	500	SY	2.16	$1,080.00	
7					$0.00	
8					$0.00	
9					$0.00	
10					$0.00	
11					$0.00	
12					$0.00	
					$0.00	

ADDITIONS

CREDITS
CREDIT FORREPAIR OF CONTROL STRUCTURE #25 HAD
IT NOT BEEN RELOCATED 3
4
5
6
7
8
9
10
11

-1	LS

$3, 000.00

-$3, 000.00

20,020.00

(3,000.00)

Contract Time Prior	Net Increase/Decrease
to this Change Order	 	from this Change Order

$17,020.00

Net Increase/Decrease	Contract Total Prior
from this Change Order	 	to this Change Order

    $	5,986,044.53 

Current Contract Time			Current Contract Total Including this Change Order	 		Including this Change Order

$6,003,064.53	OK

/		,,,-    Al	-     I 		II

REASON FOR CHANGE:   	

¥/,r/4o 	4b.		

 	,I	(1//e,.._
ACCEPTABLE  TO:	Dat e :
P'  Cont   '{i'o'v   f>re s en  tat  i ve	I  7
RECOMMENDED B Y:	 		Date:	 	
Engineer's Representative

APPROVED BY:	 		Date:	 	

Repr e sent at iv e

Ori gin al Contract Sum	$6,978,473.41
Net Change to Contract SumIncluding this Change Order  $	(975,408.88)	OK

Change Order
No.	7

Date of Issuance:     September 14, 2020	Effective Date:	October 21 2020

Pmject: Uihlein Road Phase 3 with SR-64	Owner: Lakewood Ranch Stewardship
FOOT Turn Lanes	!	District	Owne(s Contract No.:	
Contract: $6,978,473.41	Date of Contract: February 3, 2020	
Contractor: Ryangolf Corporation	Enginee( s Project N o.: 215613728	

The Contract Documents are modified as follows upon execution of this Change Order:

Description:

Condu it, furnish & install open trench, directional bore; pull & splice box; lighting conductors, light pole.

Attachments: (List documents supporting change) :

Ryangolf Corporation CO-6 dated 9/2/2020.

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:
 
Original Contract Price:	Original Contract Times:   D Working days	0 Calendar days Substantial completion {days or date): - 2=-7,_,0=--=D=a.,_ys=---------

$     6,978,473.41	

Ready for final payment (days or date)-:

=3-0:c0=--=-Da="y"=s-_   _   _   _   _   _   _

[lRsfease] (Decrease] from previously appro ved Change [Increase] (Dec rease ] from previously approved Change Orders
Orders No.	1	to No.	No.	1	to No._ _ _6 _
Substantial completion (days): _   _   _   _   _   _   _   _   _   _   _   _   _   _   _
$   (946, 158.88)	Ready for final payment (days ): _   _   _   _   _   _   _   _   _   _   _   _   _   _

Contract Price prior to th is Change Order:

Contract Times prior to this Change Order:
Substantial completion (days or date): 2=-7 0=--=D-=a.,_ys -------

$     6,032,314.53	

Ready for final payment (days or date)-:

=3=00=--D=-=a ys=	    _

(Inc rease] (QeGrease] of this Change Order:

$	21 413.99

[Icrease] (Decrease] of this Change Order:
Substantial completion (days or date): 	_
Ready for final payment (days or date): 	_

Contract Price incorporating this Change Order:

$ 6,053,728.52

Contract Times with all approved Change Orders:
Substantial completion (days or date):	270  Days (10/30/2020)
Ready for final payment (days or date):	300  Days (11/29/2020)

RECOMMENDED:

ACCEPTED:

By: _ _ _ _ _ _ _ _ _ _ _ _ _

By :	­

By:

/ · ;.,t:: • /, T / ' 

,..

Da te_:

Engineer (Authorized Signature)

_  9/_ 21_ /2_02_0  _     _     _     _     _     _     _     _

Owner (Authorized Signature)

Date_:  _   _   _   _   _   _   _   _   _   _   _   _   _   _   _

Date : _	- -

_ _ _ --.J.:....:.. :_,1- - -

Approved by Funding Agency (if applicable): 	Date:
V:'2156\activo\215613728\clvil\oonst1lldion_ph;;i-se_documonts\ch<1ngo_orde1s\vihleln_J_sr-64-turn \cQn_uihlein· 3_51'"--64--fdoH rn-ln_co-7_2 1'113-99_cond.Jit -QJ]fl·trnch·borlngs_splc-box_Ughl · t oo.lcir·pole_ejcdc_c94l _ryangolf_kcl_20200914.d(IC)(

EJ C DC No. C-941 (2002 Edition)
Prepared by the Engine ers' Joint Contract Document s Committee and endorsed by the Associated General Contractors of Am et"ica and the Co nstr uction Spe cifica ti ons Institute.

Page 1 of 1

CONTRACT CHANGE OR:.z	I
PROJECT: 	UIHLEIN ROAD-PHASE  Ill   - SR-64 &  UIHLEIN FOOT T.  RN  LANE ADDITIONS	                                         CONTRACT FOR: LAKEWOOD RANCH STEWARDSHIP DISTRICT	
CONTRACTOR:   RYANGOLF CORPORATION		 ENGINEER:	 	
Conditi ons: The changes desc rib ed herein shall be governed by the terms and conditions of the Contract, and shall not in any way alter the terms of the Contract, but shall hereafter be a part of the Contract.	
ITEM
NO. I DESCRIPTION	I	
QUANTITY	I	UNITI	
PRICE	l	AMOUNT
(+)(-)	

/1

1	CONDUIT, FURNISH & INSTALL, OPEN TRENCH	183	LF	4.95	$905.85	
2	CONDUIT, FURNISH & INSTALL, DIRECTIONAL BORE	207	LF	18.15	$3,757.05	
3	PULL & SPLICE BOX, F&I, 13" X 24" COVER SIZE	6	EA	495.00	$2,970.00	
4	LIGHTING CONDUCTORS, F&I, INSULATED, NO. 8-6-(COPI	885	LF	1.21	$1,070.85	
5	LIGHT POLE COMPLETE• STANDARD FOUNDATION F&I,	4	EA	3,177.56	$12,710.24	
	SINGLE ARM SHOULDER MOUNT, ALUMINUM, 35'				INCLUDED	
						
7					$0.00	
8					$0.00	
9					$0.00	
10					$0.00	
11					$0.00	
12					$0.00	

ADDITIONS

1						
2						
3						
4						
5						
6						
7						
8						
9						
10						
11						

Contract Time Prior
to this ChangeOrder	

,/1	
Net Incre ase/Decrease
 	   from this Change Order

Contract Total Prior
 	   to this Change Order

Current Contract Total
 	   Including this Change Order
,,/]	f	

$21,413.99	

Net Increase/Decrease from this Change Order			

  $		

6,015,294.53 	
Current Contract Time Including this Change Order			

$6,036,708.52	
REASON FOR CHANGE:			,,	
	/	/	I		I	

ACCEPT AB LE TO:

RECOMMENDED BY:

APPROVED BY:	,//	/"Jr	{//rA_	Date:	 		Clfv,lW
Contr	or's	resentatlve	'
 		Date:	 	
Engineer's Representative
 			Dat e:	 	                       Representative	
				
Original Contract Sum		
$6,978,473.41	
Net Change to Contract SumIncluding this Change Order	$	(941,764.89)	

CREDITS

21,413.99

o.oo

O K

Change Order
No.	17

Date of Issuance:	September 14, 2020	Effective Date:	October 2, 2020

Project:  44 th Ave East Phase V	!owner. Lakewood Ranch Stewardship
I	District	Owne s Contract No.:	
Contract: $12,964,432.65	Date of Contract: January 12, 2018	
c ontractor: E.T. MacKenzie of Florida, Inc.	Enginee s Project No.: 215613728	

The Contract Documents are modified as follows upon execution of this Change Order:

Description:

Credit 8' Concrete Sidewalk. Milled & Overlay and 4' Concrete Traffic Separator (these items were billed at

100% in original bid, credited 100% in CO-2 and again shown as credit in CO-6).
Attachments: (List documents supporting change):

E.T. MacKenzie Change Orders No. 17 dated 9/11/2020.

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES:	

■

Original Contract Price:	Original Contract Times:    D Working days	Calendar days Substantial completion (days or date):	135/ 230/ 350 Days
$ 12,964,432.65	Ready for final payment (days or date):  _    _,2::.:6::.:0"-/-=2"'6.:,0f:..;3 8..,0,._D=ay s"--	_

(Increase} [Deorease] from previously approved Change (Increase] [Deorease] from previously approved Change Orders Orders No.	1	to No.	16	No.	1	to No._  --',1..6	_
Substantial completion (days): ------ 1=8=0 D=a=--y s ----
$	425,975.58	Ready for final payment (days): 	1 8 0 D a~y-s ----

Contract Price prior to this Change Order:

$ 13,390,408.23

[lnoreaseJ (Decrease] of this Change Order:

$	(129,071.00)

Contract Price incorporating this Change Order:

$13,261,337.23

Contract Times prior to this Change Order:
Substantial completion (days or date): _ _,,3'""1""'5/'-4"'"1""'0C'-/..,5-=3-=-0-=D'-"a""y"""s ---
Ready for final payment (days or date):	440/ 440/ 560 Days

[Increase] [Decrease] of this Change Order:
Substantial completion (days or date): 	-0=·--------
Ready for final payment (days or date): 	-0 - 	_

Contract Times with all approved Change Orders:
Substantial completion (days or date):	315/ 410/ 530 Days
Ready for final payment (days or date):	440/ 440/ 560 Days

RECOMMENDED:

ACCEPTED:

ACCEPTED:

B_y:  _   _   _   _   _   _   _   _   _   _   _   _   _
By:-------------
Engineer {Authorized Signature)	Owner {Authorized Signature)

C

ature)

Date: 9/21/2020	_	Date : _   _  _   _  _   _   _  _   _   _  _	_

Date: 

0-l 1_s--#--"Vi>

Approved by Funding Agency (if applicable): 	Date:
V:'Q.156\active\215613728\civil\ronstructoi n_phase_documentsc\hange_orders\44th_ph--5\con_44-ave-e_S_co-17_-129071--00_c rdt-sdwlk_fix-co-1-6_milk>Vrly_trfc-sprtr_et-mackenzle_ejcdc_c941_kel_20200914.docx

EJCDC No. C-941 (2002 Edition)
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the

Page I of I

 Associated General Contractors of America and  the Construction  Specifications Institute.	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Financing Matters Relative to the Northeast Sector Phase 2B, Series 2020 Bonds

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Other Matters

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Bid Award for Bourneside Boulevard South Phase II

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid Tabulation

September 24, 2020

File:	215615567 210

Stantec Consulting Services Inc. 6900 Professional Parkway East Sarasota FL 34240-8414
Tel: (941) 907-6900
Fax: (941) 907-6910

Via: E-Mail (bob.simons@lakewoodranch.com)

Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch, FL 34202

Attn:	Mr. Rex Jensen
Chairman of the Board

Reference:	Bourneside Boulevard South Phase II Contract Recommendation

Dear Mr. Jensen:

On March 17, 2020, we received and opened six bids from Lakewood Ranch Stewardship District’s pre- qualified contractors for the Bourneside Boulevard South Phase II project. We received bids from E.T. MacKenzie of Florida, Inc., Frederick Derr & Co., Inc., RIPA & Associates, LLC, Watson Civil Construction, Westra Construction Corp, and Woodruff & Sons, Inc. Attached is a tabulation of the bids received.

Frederick Derr & Co., Inc. submitted the lowest Base Bid for $3,695,582.90. We have reviewed the bid package provided and determined that it is responsive, and we find the Contractor acceptable to perform the work on this project based on the information received.

Therefore, we recommend that Lakewood Ranch Stewardship District award the contract to Frederick Derr & Co., Inc. for the total bid of $3,695,582.90.
If you have any questions or comments, please contact our office. Sincerely,
Stantec Consulting Services Inc.

Keith E. Litzell, P.E. Senior Project Manager Tel: (941) 907-6900
E-Mail: keith.litzell@stantec.com

Enclosure

Approved by LWRSD Board

C:	Bob Simmons, LWR Development LLC Kathy Horn, LWR Development LLC	 	
 		
	Mike Blackrick, LWR Development LLC	Date	
	Strickland Smith, Heidt Design		

03/23/2020 - JVEGA
V:\2156\active\215615567\admin\documents\final_document\letter\let_r-jensen_lwrsd_bourneside-south-2_award-rcmndtn_f-derr_kel_20200323.docx

Bid Tabulation Bourneside Blvd South Phase II

	Frederick Derr	Woodruff & Sons	Ripa & Associates	ET MacKenzie	Westra	Watson Civil	

Sitework	
$866,073.15	
$822,257.46	
$715,259.50	
$736,301.00	
$672,548.80	
$936,049.00	
Streets	$1,258,925.85	$1,247,921.22	$1,455,885.00	$1,427,711.00	$1,362,122.00	$1,287,942.85	
Drainage	$1,174,952.90	$1,196,098.81	$1,252,655.50	$1,301,358.00	$1,227,006.55	$1,193,663.00	
General	$395,631.00	$455,119.74	$451,200.00	$420,320.00	$908,600.00	$887,700.00	
Total	$3,695,582.90	$3,721,397.23	$3,875,000.00	$3,885,690.00	$4,170,277.35	$4,305,354.85	

3/20/2020-2:45 PM
V:\2156\active\215615567\civil\specification\bid_tab\bid-tab_bourneside.xlsx-Cost Summary	1 of 5

Bourneside Blvd South Phase II

Sitework	

Item	

Unit	

Quantity	Frederick Derr

Unit Price	Total	Woodruff & Sons

Unit Price	Total	RIPA & Associates

Unit Price	Total	ET MacKenzie

Unit Price	Total	Westra

Unit Price	Total	Watson Civil

Unit Price	Total	

1	
Compliance with FDEP Generic NPDES Permit	
LS	
1	
$33,700.00	
$33,700.00	
$8,302.47	
$8,302.47	
$9,150.00	
$9,150.00	
$9,510.00	
$9,510.00	
$1,450.00	
$1,450.00	
$5,000.00	
$5,000.00	
2	Clearing and Grubbing	AC	30.6	$2,980.00	$91,188.00	$1,447.96	$44,307.58	$4,900.00	$149,940.00	$2,950.00	$90,270.00	$1,700.00	$52,020.00	$5,260.00	$160,956.00	
3	Sod (Bahia)	SY	100000	$2.20	$220,000.00	$2.16	$216,000.00	$2.25	$225,000.00	$2.70	$270,000.00	$2.25	$225,000.00	$2.40	$240,000.00	

4	
Grass and Mulch	SY	75000	$0.40	$30,000.00	$0.62	$46,500.00	$0.25	$18,750.00	$0.30	$22,500.00	$0.45	$33,750.00	$0.35	$26,250.00	
5	Off-site Fill (From stockpile on The Isles)	CY	5000	$4.30	$21,500.00	$3.71	$18,550.00	$2.75	$13,750.00	$3.00	$15,000.00	$6.20	$31,000.00	$5.00	$25,000.00	
6	Pond "100" (complete -no sod included)	CY	5347	$3.20	$17,110.40	$5.36	$28,659.92	$3.75	$20,051.25	$4.00	$21,388.00	$2.95	$15,773.65	$5.00	$26,735.00	
7	FP Pond "100" (complete-no sod included)	CY	30925	$3.15	$97,413.75	$4.82	$149,058.50	$3.50	$108,237.50	$2.70	$83,497.50	$2.95	$91,228.75	$5.00	$154,625.00	
8	Grading**	LS	1	$210,050.00	$210,050.00	$210,483.43	$210,483.43	$85,000.00	$85,000.00	$119,875.00	$119,875.00	$118,500.00	$118,500.00	$160,000.00	$160,000.00	
9	Staked Erosion Control *	LF	12700	$1.10	$13,970.00	$1.45	$18,415.00	$1.30	$16,510.00	$1.60	$20,320.00	$1.75	$22,225.00	$4.00	$50,800.00	
10	Floating Turbidity Barrier *	LF	541	$15.00	$8,115.00	$12.47	$6,746.27	$10.75	$5,815.75	$14.00	$7,574.00	$16.40	$8,872.40	$9.00	$4,869.00	
11	Relocate Existing FPL Access Road	LF	3537	$33.00	$116,721.00	$18.43	$65,186.91	$15.00	$53,055.00	$19.50	$68,971.50	$17.00	$60,129.00	$22.00	$77,814.00	
12	Remove Existing Drainage Pipe & dispose of offsite	LS	1	$6,305.00	$6,305.00	$10,047.38	$10,047.38	$10,000.00	$10,000.00	$7,395.00	$7,395.00	$12,600.00	$12,600.00	$4,000.00	$4,000.00	

Sitework Grand Total =	
$866,073.15	
$822,257.46	
$715,259.50	
$736,301.00	
$672,548.80	
$936,049.00	

Bourneside Blvd South Phase II

Streets	

Item	

Unit	

Quantity	Frederick Derr

Unit Price	Total	Woodruff & Sons

Unit Price	Total	RIPA & Associates

Unit Price	Total	ET MacKenzie

Unit Price	Total	Westra

Unit Price	Total	Watson Civil

Unit Price	Total	

1	
Maintenance of Traffic	
LS	
1	
$1,020.00	
$1,020.00	
$3,259.70	
$3,259.70	
$1,000.00	
$1,000.00	
$3,645.00	
$3,645.00	
$8,150.00	
$8,150.00	
$4,400.00	
$4,400.00	
2	Pavement Marking	LS	1	$22,550.00	$22,550.00	$23,215.73	$23,215.73	$26,876.25	$26,876.25	$26,620.00	$26,620.00	$23,800.00	$23,800.00	$30,000.00	$30,000.00	
3	Saw-Cut and Match Existing Pavement	LS	1	$500.00	$500.00	$4,760.89	$4,760.89	$800.00	$800.00	$481.00	$481.00	$1,125.00	$1,125.00	$275.00	$275.00	
5	1" Asphaltic Surface Course (Type S-3)	SY	21352	$5.70	$121,706.40	$5.47	$116,795.44	$6.75	$144,126.00	$6.50	$138,788.00	$6.00	$128,112.00	$5.41	$115,514.32	
6	2" Asphaltic Surface Course (Type S-1)	SY	21352	$9.85	$210,317.20	$9.89	$211,171.28	$11.75	$250,886.00	$11.25	$240,210.00	$10.40	$222,060.80	$9.39	$200,495.28	
7	FDOT Base Group 9*	SY	21352	$17.65	$376,862.80	$14.92	$318,571.84	$18.25	$389,674.00	$18.50	$395,012.00	$18.50	$395,012.00	$14.50	$309,604.00	
8	12" Stabilized Subgrade (LBR 60)	SY	24013	$8.25	$198,107.25	$8.73	$209,633.49	$7.75	$186,100.75	$11.00	$264,143.00	$10.40	$249,735.20	$10.75	$258,139.75	
9	10' Concrete Multipurpose Trail (6" Thick)	LF	4788	$41.90	$200,617.20	$46.71	$223,647.48	$62.00	$296,856.00	$48.00	$229,824.00	$45.25	$216,657.00	$48.00	$229,824.00	
10	ADA Handicap Ramps (incl red matting)	EA	2	$890.00	$1,780.00	$1,594.64	$3,189.28	$1,500.00	$3,000.00	$1,550.00	$3,100.00	$1,500.00	$3,000.00	$1,325.00	$2,650.00	
11	Concrete Curb and Gutter (Type F)	LF	6014	$12.50	$75,175.00	$12.76	$76,738.64	$14.00	$84,196.00	$12.00	$72,168.00	$11.00	$66,154.00	$13.25	$79,685.50	
12	Concrete Curb and Gutter (Type AB)	LF	4860	$8.85	$43,011.00	$10.53	$51,175.80	$12.75	$61,965.00	$10.00	$48,600.00	$9.00	$43,740.00	$10.40	$50,544.00	
13	Concrete Drop Curb	LF	20	$13.20	$264.00	$27.09	$541.80	$20.25	$405.00	$25.00	$500.00	$22.55	$451.00	$10.55	$211.00	
14	Intersection Valley Gutter (Sta 12+00)	EA	1	$7,015.00	$7,015.00	$5,219.85	$5,219.85	$10,000.00	$10,000.00	$4,620.00	$4,620.00	$4,125.00	$4,125.00	$6,600.00	$6,600.00	

Streets Grand Total =	
$1,258,925.85	
$1,247,921.22	
$1,455,885.00	
$1,427,711.00	
$1,362,122.00	
$1,287,942.85	

Bourneside Blvd South Phase II

Drainage

Item	

Unit	

Quantity	Frederick Derr

Unit Price	Total	Woodruff & Sons

Unit Price	Total	RIPA & Associates

Unit Price	Total	ET MacKenzie

Unit Price	Total	Westra

Unit Price	Total	Watson Civil

Unit Price	Total	

1	
6" Underdrain (Coarse Aggregate)	
LF	
4411	
$19.00	
$83,809.00	
$18.95	
$83,588.45	
$16.75	
$73,884.25	
$27.00	
$119,097.00	
$21.50	
$94,836.50	
$18.00	
$79,398.00	
2	Underdrain Cleanout	EA	52	$705.00	$36,660.00	$387.71	$20,160.92	$275.00	$14,300.00	$415.00	$21,580.00	$380.00	$19,760.00	$400.00	$20,800.00	
3	Connect to Existing 36" CMP	EA	1	$2,560.00	$2,560.00	$1,821.50	$1,821.50	$2,500.00	$2,500.00	$2,115.00	$2,115.00	$2,800.00	$2,800.00	$1,500.00	$1,500.00	
4	18" RCP	LF	692	$54.75	$37,887.00	$53.04	$36,703.68	$46.75	$32,351.00	$48.00	$33,216.00	$48.65	$33,665.80	$50.00	$34,600.00	
5	24" RCP	LF	874	$69.30	$60,568.20	$71.06	$62,106.44	$61.75	$53,969.50	$73.00	$63,802.00	$65.20	$56,984.80	$65.50	$57,247.00	
6	30" RCP	LF	919	$84.80	$77,931.20	$86.62	$79,603.78	$80.75	$74,209.25	$89.00	$81,791.00	$88.75	$81,561.25	$78.00	$71,682.00	
7	36" RCP	LF	958	$116.25	$111,367.50	$124.85	$119,606.30	$106.75	$102,266.50	$124.00	$118,792.00	$131.40	$125,881.20	$107.00	$102,506.00	
8	Double 10' x 7' Box Culvert w/ Wing Walls & HandRails	LF	159	$3,325.00	$528,675.00	$3,332.72	$529,902.48	$3,825.00	$608,175.00	$3,975.00	$632,025.00	$3,503.00	$556,977.00	$3,500.00	$556,500.00	
9	FDOT Type 5 Curb Inlet	EA	2	$4,900.00	$9,800.00	$4,877.85	$9,755.70	$4,950.00	$9,900.00	$4,945.00	$9,890.00	$4,250.00	$8,500.00	$5,850.00	$11,700.00	
10	FDOT Type 5 Curb Inlet w/ Temp. Type C Grate Top	EA	2	$3,080.00	$6,160.00	$3,374.06	$6,748.12	$3,750.00	$7,500.00	$2,705.00	$5,410.00	$3,075.00	$6,150.00	$3,920.00	$7,840.00	
11	FDOT Type 6 Curb Inlet	EA	6	$5,415.00	$32,490.00	$5,296.37	$31,778.22	$5,400.00	$32,400.00	$5,320.00	$31,920.00	$4,690.00	$28,140.00	$5,290.00	$31,740.00	
12	FDOT Type 6 Curb Inlet w/ Temp. Type C Grate Top	EA	6	$2,845.00	$17,070.00	$3,716.74	$22,300.44	$3,800.00	$22,800.00	$2,705.00	$16,230.00	$3,075.00	$18,450.00	$4,150.00	$24,900.00	
13	FDOT Type 6 Curb Inlet w/ J Bottom	EA	2	$6,765.00	$13,530.00	$6,740.06	$13,480.12	$8,300.00	$16,600.00	$7,695.00	$15,390.00	$5,350.00	$10,700.00	$6,750.00	$13,500.00	
14	Type J Manhole	EA	4	$4,235.00	$16,940.00	$6,034.82	$24,139.28	$4,300.00	$17,200.00	$4,390.00	$17,560.00	$3,580.00	$14,320.00	$4,500.00	$18,000.00	
15	Type C Grate Top Inlet	EA	1	$2,845.00	$2,845.00	$2,607.94	$2,607.94	$2,100.00	$2,100.00	$1,895.00	$1,895.00	$2,460.00	$2,460.00	$2,800.00	$2,800.00	
16	Type H Grate Top Inlet	EA	2	$7,170.00	$14,340.00	$5,104.66	$10,209.32	$4,600.00	$9,200.00	$3,565.00	$7,130.00	$3,855.00	$7,710.00	$5,600.00	$11,200.00	
17	Control Structure 100 (complete)	LS	1	$4,865.00	$4,865.00	$4,916.96	$4,916.96	$4,300.00	$4,300.00	$5,415.00	$5,415.00	$4,400.00	$4,400.00	$6,200.00	$6,200.00	
18	Endwall 24" RCP (incl rip rap)	EA	1	$2,365.00	$2,365.00	$3,745.67	$3,745.67	$2,500.00	$2,500.00	$2,155.00	$2,155.00	$2,195.00	$2,195.00	$4,800.00	$4,800.00	
19	Endwall 30" RCP (incl rip rap)	EA	2	$3,095.00	$6,190.00	$3,766.54	$7,533.08	$3,300.00	$6,600.00	$3,120.00	$6,240.00	$2,630.00	$5,260.00	$4,900.00	$9,800.00	
20	Endwall 36" RCP (incl rip rap)	EA	1	$3,855.00	$3,855.00	$24,888.49	$24,888.49	$4,050.00	$4,050.00	$4,365.00	$4,365.00	$4,290.00	$4,290.00	$6,100.00	$6,100.00	
21	Pipe Saddle 24" RCP (incl rip rap)	EA	4	$1,850.00	$7,400.00	$2,241.53	$8,966.12	$2,100.00	$8,400.00	$2,135.00	$8,540.00	$2,215.00	$8,860.00	$2,900.00	$11,600.00	
22	Pipe Saddle 30" RCP (incl rip rap)	EA	1	$2,005.00	$2,005.00	$2,780.28	$2,780.28	$2,300.00	$2,300.00	$2,755.00	$2,755.00	$2,480.00	$2,480.00	$3,650.00	$3,650.00	
23	Pipe Saddle 36" RCP (incl rip rap)	EA	1	$2,200.00	$2,200.00	$3,670.01	$3,670.01	$2,650.00	$2,650.00	$2,880.00	$2,880.00	$2,525.00	$2,525.00	$3,900.00	$3,900.00	
24	Mitered End Section 18" RCP	EA	1	$1,605.00	$1,605.00	$5,331.02	$5,331.02	$1,600.00	$1,600.00	$1,560.00	$1,560.00	$2,390.00	$2,390.00	$1,200.00	$1,200.00	
25	Flared End Section 30" RCP	EA	2	$3,350.00	$6,700.00	$2,672.92	$5,345.84	$2,600.00	$5,200.00	$2,865.00	$5,730.00	$3,425.00	$6,850.00	$3,200.00	$6,400.00	
26	30" Balloon Plug	EA	2	$2,195.00	$4,390.00	$4,572.87	$9,145.74	$1,550.00	$3,100.00	$4,650.00	$9,300.00	$2,960.00	$5,920.00	$3,000.00	$6,000.00	
27	36" Balloon Plug	EA	1	$2,195.00	$2,195.00	$4,560.50	$4,560.50	$2,050.00	$2,050.00	$4,650.00	$4,650.00	$3,640.00	$3,640.00	$4,600.00	$4,600.00	
28	48" Balloon Plug	EA	1	$2,195.00	$2,195.00	$4,560.50	$4,560.50	$2,050.00	$2,050.00	$7,200.00	$7,200.00	$4,900.00	$4,900.00	$5,500.00	$5,500.00	
29	Dewatering of Existing Lake	LS	1	$13,305.00	$13,305.00	$4,148.29	$4,148.29	$33,500.00	$33,500.00	$17,645.00	$17,645.00	$21,300.00	$21,300.00	$10,000.00	$10,000.00	
30	ditch connection at Floodplain Pond)	SY	400	$100.00	$40,000.00	$114.26	$45,704.00	$125.00	$50,000.00	$98.00	$39,200.00	$126.50	$50,600.00	$125.00	$50,000.00	
31	Televise Storm System	LS	1	$23,050.00	$23,050.00	$6,289.62	$6,289.62	$45,000.00	$45,000.00	$5,880.00	$5,880.00	$32,500.00	$32,500.00	$18,000.00	$18,000.00	

Drainage Grand Total=	
$1,174,952.90	
$1,196,098.81	
$1,252,655.50	
$1,301,358.00	
$1,227,006.55	
$1,193,663.00	

Bourneside Blvd South Phase II

General	

Item	

Unit	

Quantity	Frederick Derr

Unit Price	Total	Woodruff & Sons

Unit Price	Total	RIPA & Associates

Unit Price	Total	ET MacKenzie

Unit Price	Total	Westra

Unit Price	Total	Watson Civil

Unit Price	Total	

1	
Mobilization	
LS	
1	
$6,515.00	
$6,515.00	
$78,682.45	
$78,682.45	
$50,000.00	
$50,000.00	
$41,700.00	
$41,700.00	
$524,000.00	
$524,000.00	
$430,000.00	
$430,000.00	
2	Surveying, Staking and As-Builts	LS	1	$29,905.00	$29,905.00	$41,817.23	$41,817.23	$55,000.00	$55,000.00	$52,525.00	$52,525.00	$42,800.00	$42,800.00	$76,000.00	$76,000.00	
3	Bonding	LS	1	$41,160.00	$41,160.00	$18,498.43	$18,498.43	$41,000.00	$41,000.00	$28,245.00	$28,245.00	$29,400.00	$29,400.00	$52,000.00	$52,000.00	
4	2 Year Warranty Bond	LS	1	$1.00	$1.00	$15,010.00	$15,010.00	$9,000.00	$9,000.00	$12,950.00	$12,950.00	$18,700.00	$18,700.00	$4,500.00	$4,500.00	
5	Street Lighting (Allowance)	LS	1	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	$247,200.00	
6	Street Lighting Sub-Consultant Management	LS	1	$4,450.00	$4,450.00	$3,911.63	$3,911.63	$10,000.00	$10,000.00	$100.00	$100.00	$2,000.00	$2,000.00	$2,000.00	$2,000.00	
7	2" Conduit (Material & Install)	LF	2000	$9.40	$18,800.00	$6.68	$13,360.00	$4.75	$9,500.00	$3.90	$7,800.00	$5.30	$10,600.00	$8.60	$17,200.00	
8	4" Conduit (Material & Install)	LF	2000	$10.95	$21,900.00	$8.11	$16,220.00	$6.25	$12,500.00	$6.30	$12,600.00	$7.35	$14,700.00	$11.70	$23,400.00	
9	6" Conduit (Material & Install)	LF	2000	$12.85	$25,700.00	$10.21	$20,420.00	$8.50	$17,000.00	$8.60	$17,200.00	$9.60	$19,200.00	$17.70	$35,400.00	

General Grand Total =	
$395,631.00	
$455,119.74	
$451,200.00	
$420,320.00	
$908,600.00	
$887,700.00	

3/20/2020-2:45 PM
V:\2156\active\215615567\civil\specification\bid_tab\bid-tab_bourneside.xlsx-General	5 of 5

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2021-04

RESOLUTION 2021-04

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT REGARDING THE AWARD OF A CONSTRUCTION CONTRACT; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Lakewood Ranch Stewardship District (the “District”), is a local unit of special-purpose government established pursuant to Chapter 2005-338, Laws of Florida to plan, construct, install, acquire, finance, manage and operate public improvements and community facilities for lands within the District; and

WHEREAS, the District has solicited bids from prequalified contractors interested in providing construction services related to the Bourneside Boulevard South Phase II project (the “Project”); and

WHEREAS, the District has received and evaluated bids from six (6) prequalified contractors interested in providing those services; and

WHEREAS, Frederick Derr & Co, Inc. submitted a responsive bid with the lowest bid amount (the “Contractor”); and

WHEREAS, in the best interest of the District, the Board desires to award a contract to the Contractor.

NOW THEREFORE BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT:

SECTION 1. All of the representations, findings and determinations contained within  the recitals stated above are recognized as true and accurate and are expressly incorporated into this Resolution.

SECTION 2. The bid submitted by the Contractor is the bid which best serves the interests of the District.

SECTION 3. The Contractor shall be awarded a contract for construction services for  the Project.

SECTION 4. The Chairman and District Staff are hereby authorized to give notice of this award to all bidders to the extent required by law and to proceed with the execution of a contract with the selected proposer.

SECTION 5. If any provision of this Resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.

SECTION 6. This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 2nd day of October, 2020.

ATTEST:	BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary/Assistant Secretary	Rex Jensen, Chairman

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Agreements with the District for Landscape and Irrigation Maintenance Services

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Cepra Landscape, LLC - 44th Ave E; Uihlein to Bourneside

44th Ave E; Uihlein to Bourneside

AGREEMENT FOR LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND
 	CEPRA LANDSCAPE LLC.	
THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of October 2020 by and between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (the “District”); and

Cepra Landscape, LLC., a Florida LLC. whose address is 3598 SW 74th Ave Ocala, FL 34474 (the “Contractor”).
RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping and irrigation improvements; and

WHEREAS, the District desires to retain an independent contractor to provide landscape and irrigation maintenance services to 44th Ave E (Uihlein Road to Bourneside BLVD) within an area of District known as the “Northeast Sector”, the scope of which is as more particularly described in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and able to provide  landscape and irrigation maintenance services and desires to provide such services to the District; and

WHEREAS, the District and Contractor warrant and agree that they have all right, power and authority to enter into and be bound by this Agreement.

NOW, THEREFORE, in consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTION 1. RECITALS. The recitals so stated are true  and  correct  and  by  this  reference are incorporated into and form a material part of this Agreement.

SECTION 2. DESCRIPTION OF WORK AND SERVICES.

The duties, obligations, and responsibilities of the Contractor are to provide the services, labor and materials necessary for the provision of landscape and irrigation maintenance services within the District as described herein and in Exhibit A. Such lands on which Services shall be provided are as more particularly described and

shown on Composite Exhibit B, attached hereto and incorporated herein by reference.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement, for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rules, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services.

Pesticide applications shall be made by an individual licensed to perform pest control services in accordance with Chapter 487.011, Florida Statutes. Contractor shall provide proof of such licensure and certification to the District prior to commencement of the Services.

The Contractor shall report directly to the District’s Maintenance Manager who shall be Garrett Hardy. Contractor acknowledges and agrees that the District has the right to request that Contractor’s employees and/or subcontractors who do not behave in a professional manner, in the District’s sole determination, be removed from the Contractor’s landscape maintenance team(s) providing the Services to the District.

Contractor shall use all due care to protect the property of the District, its residents and landowners from damage and shall follow and be responsible for the Services set forth in Exhibit A on the property as provided in Composite Exhibit B. Contractor agrees to repair any damage resulting from Contractor’s activities and work within twenty-four (24) hours. This includes, but is not limited to, damage caused by Contractor to irrigation heads and lines, landscape, grasses or any other District or landowner properties or improvements.

In the event that the District notifies the Contractor that any of the Services performed by the Contractor pursuant to this Agreement are deemed to be inconsistent with the scope of services set forth in Exhibit A, Contractor shall have two (2) business days to correct minor deficiencies, and up to fifteen (15) business days, or another mutually agreed upon timeframe, to correct non-minor deficiencies. As it would be difficult to ascertain the exact amount of damages incurred by the District as a result of the Contractor’s failure to perform in accordance with the terms of the Agreement, in the event that the Contractor fails to timely remedy the deficiency(ies) as set forth herein, the District is entitled to reduce the current monthly payment to the Contractor by fifteen (15%) percent per day, as liquidated damages for non-performance (but not as a penalty), until such deficiencies are remedied.

In the event that time is lost due to heavy rains (“Rain Days”), the Contractor agrees to reschedule its employees and divide their time accordingly to complete all

scheduled services during the time during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up Rain Days, but shall not provide services on Sundays.

SECTION 3.	COMPENSATION; TERM.

As compensation for the completion of the Services, the District agrees to pay the Contractor Sixty-Six Thousand Eight Hundred Forty Five Dollars and Ninety Cents ($66,845.90) per year, which amount includes all tools, labor and materials necessary to complete the Services. The term of this Agreement shall be from October 1st 2020 through September 30th 2021 unless terminated earlier in accordance with the terms of this Agreement or renewed for optional one (1) year renewals at the option of the parties hereto at the same price and terms as provided for herein.

If the District should desire additional work or services not provided in Exhibit A, or to add additional lands to be maintained not contained in Composite Exhibit B, the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the parties shall agree in writing to a work order, addendum, addenda, or change order to this Agreement as set forth in Section 4.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. This invoice is due and payable within forty-five (45) days of receipt by the District, or in accordance with Florida’s Prompt Payment Act, whichever is sooner. The invoice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTION 4. CHANGE ORDERS. Contractor understands that the Services may be reduced, expanded or otherwise modified in scope. If any additional Services are proposed beyond those identified in this Agreement, Contractor shall perform them but only after receiving a written change order from the District. Contractor shall cooperate with and assist the District in

preparing and determining the scope of any change order. In the event the modification in services reflects a change to the scope of work as contained in Composite Exhibit B, Contractor’s compensation shall be adjusted for the added or deducted scope proposed by the change order in accordance with the unit prices established in the Agreement as set forth in Exhibit C. In the event the service is not represented by a lump sum or unit price set forth in  this Agreement, Contractor’s compensation shall be adjusted for the added or deducted services proposed by the change order as reasonably determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit D.

SECTION 5.  WARRANTY AND COVENANT. The Contractor warrants to the District that  all materials furnished under this Agreement shall be new, and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (1) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2, all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (1) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such warranties is as provided by Florida law unless longer guarantees or warranties are provided for elsewhere in the Agreement (in which case the longer periods of time shall prevail). Contractor shall replace or repair warranted items to the District’s satisfaction and in the District’s discretion. Neither final acceptance of the Services, nor monthly or final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Services. If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement, Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District. Contractor hereby certifies it is receiving the property in its as-is condition and has thoroughly inspected the property and addressed any present deficiencies, if any, with the District. Contractor shall be responsible for maintaining and warranting all plant material maintained by Contractor as of the first date of Services.

Contractor hereby covenants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal, building and zoning, land use, environmental, public safety, non-discrimination and disability accessibility laws, codes, ordinances, rules and regulations, including, without limitation, all professional registration (both corporate and individual) for all required basic disciplines that it shall perform. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

SECTION  6  INSURANCE.   Contractor shall, at its own expense, maintain insurance during the performance of its Services under this Agreement, with limits of liability not less than the following:

Workers Compensation	statutory

General Liability
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$1,000,000
Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. At no time shall Contractor be without insurance in the above amounts. No policy may be canceled during the term of this Agreement without at least thirty (30) days written notice to the District. An insurance certificate evidencing compliance with this section shall be sent to the District prior to the commencement of any performance under this Agreement.

SECTION 7. INDEPENDENT CONTRACTOR.  It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship of an independent contractor and not that of an employee, agent, joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state or federal unemployment insurance contributions on Contractor's behalf; iii) Withhold state or federal income tax from payment to Contractor; iv) Make disability insurance contributions on behalf of Contractor; or v) Obtain workers’ compensation insurance on behalf of Contractor. Moreover, Contractor shall provide the District with a completed IRS W-9 form prior to the commencement of the Services.

SECTION   8.	COMPLIANCE   WITH   LAWS,   ORDINANCES   AND   REGULATIONS.	In
performing its obligations under this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances, rules, regulations, and orders of any public or governmental authority having appropriate jurisdiction, including all laws, regulations and rules relating to immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor observe Contractor’s rules and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees, agents and subcontractors performing its obligations herein and other persons who may be affected, and

any material, equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor’s failure to comply with the provisions contained herein.

SECTION 9.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit  or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 10. ENFORCEMENT OF AGREEMENT.  In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 11.  AMENDMENTS.  Amendments to and waivers of the provisions contained  in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 12. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 13. NOTICES. All notices, requests, consents and other communications under this Agreement (“Notices”) shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:	Cepra Landscape LLC.
3598 SW 74th Ave Ocala, FL 34474 Attn: Justin Norris

If to District:	Lakewood Ranch Stewardship District
12051 Corporate Boulevard
Orlando, Florida 32817 Attn: District Manager

With a copy to:	Lakewood Ranch Stewardship District Operations
14400 Covenant Way Lakewood Ranch, FL 34202 Attn: Operations Manager

With a copy to:	Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day.  If any time for giving Notice contained in this Agreement would otherwise expire on a non- business day, the Notice period shall be extended to the next succeeding business day.  Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliver Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

SECTION 14. ARM’S LENGTH TRANSACTION. This Agreement  has  been  negotiated fully between the District and the Contractor as an arm’s length transaction. Both parties participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, both parties are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against either the District or the Contractor.

SECTION 15. THIRD  PARTY  BENEFICIARIES.  This Agreement  is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 16. ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.

SECTION 17. APPLICABLE LAW AND VENUE. This Agreement and the provisions contained herein shall be construed, interpreted and controlled according to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTION 18.	INDEMNIFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors, officers, staff, employees, representatives and agents against any claims, damages, liabilities, losses and costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($1,000,000.00). By executing this Agreement, Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, paralegal fees and expert witness fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

SECTION 19.	LIMITATIONS	ON	GOVERNMENTAL	LIABILITY.	Nothing	in	this
Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28, Florida Statutes, or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

SECTION 20. TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement, subject to whatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTION 21. OWNERSHIP OF DOCUMENTS. All rights in and title to all plans, drawings, specifications, ideas, concepts, designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTION 22.  PUBLIC RECORDS.  Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 23. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 24. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 25. ENTIRE AGREEMENT. This instrument shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

44th Ave E; Uihlein to Bourneside

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman/Vice Chairman, Board of Supervisors

Witness:	 	Cepra Landscape, LLC.	

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Exhibit A:	Description of Services
Composite Exhibit B:	Landscape Maintenance Exhibits
Exhibit C:	Landscape Maintenance Scope Sheet
Exhibit D:	Form of Change Order

44th Ave E; Uihlein to Bourneside

EXHIBIT A

Description of Services

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Maintenance Specifications

Turf Maintenance

Mechanical: St. Augustine and Zoysia turfgrass shall be mowed weekly during the months of April through October and bi-weekly during the months of November through March; a minimum of 40 times per year. Bahia turfgrass shall be mowed according to seasonal needs and at frequencies necessary to sustain vigor and other desired conditions; a minimum of 25 times per year. All turf shall be maintained with rotary mower. Mower blades shall be sharp at all times to provide a quality cut. Mowing heights shall be 4” for Bahia, 3-3.5” for St. Augustine and 2-2.5” for Zoysia. Mulched areas and bodies of water must not be contaminated with turf clippings. If this occurs, the clippings must be removed.

All edging shall be accomplished using a metal blade edger. Sidewalks, curbs, pavement and other hard surfaces bordered by turf shall be edged at each mowing event. Landscaped beds and tree rings shall be edged at frequencies necessary to preserve a clean, defined appearance and to maintain shape and size.

Line trimmers shall be used at each mowing event to preserve a uniform turf appearance around fences, irrigation valve boxes and any other area not accessible to mowers. Turf around sprinkler heads will be mechanically removed so as to not interfere with or intercept water output.

All areas shall be kept free of debris and litter at all times.

Fertilization: Turf shall be fertilized at intervals necessary to promote and sustain desired conditions. Complete fertilizers shall be granular in composition and contain 30% to 50% or more of the nitrogen in a slow or controlled-release form. While nitrogen fertilization is based on the desired growth rate and type of turf grass being grown, the phosphorus fertilization rate should be based on the analysis of a turf soil sample and the recommendations obtained from it. The fertilizer shall also contain magnesium and micro-nutrients (i.e. manganese, iron, zinc, copper, etc.) Iron shall be in the sulfate, sucrate or chelated form. Fertilizer will be blown or swept off of sidewalks and other paved surfaces. Specific fertilizer formulation shall vary depending on type of turfgrass and based on soil analysis provided by Contractor. Fertilizer applications shall comply with all applicable laws and regulations, including local ordinances imposing seasonal restrictions.

Pest Control: Turf shall be inspected at each visit for indications of problems and methods of Integrated Pest Management (IPM) shall be utilized to prevent or mitigate damage caused by insects and disease.

Pesticide applications will be made by in accordance with the laws and regulations governing use of pesticides in Florida.

Accent Trees, Palms, Shrubs, Ground Covers Maintenance

Mechanical/Manual: ALL PRUNING TOOLS MUST BE CLEANED PRIOR TO USE ON STEWARDSHIP DISTRICT PROPERTIES. Shrubs and ornamental trees will be pruned as specified by District and to provide the desired shape, fullness and blooms. Pruning shall include removal of dead or diseased shrubs and ground covers. Pruning of palms under 12’ in height C.T. will be done as necessary to remove brown fronds, seed heads and hanging boots and any time they appear to maintain the palms looking their best. No pruning will be done during or immediately following growth flushes, branches will be pruned just outside the branch collar. Sucker growth will be removed by hand from the base of trees. No herbicides will be used for this purpose. Pruning of canopy trees shall be undertaken as necessary to maintain a minimum of 8’ clearance of the canopy as measured

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
from the ground. Contractor will remove and dispose of all biomass generated by pruning activities.

Fertilization: Shrubs, trees and ground covers shall be fertilized three times per year. Two of the annual applications are normally scheduled around February and October. A third application can be made during the summer. Rate will be 1 pound of nitrogen per 1,000 square feet per application.

Mature palms in the landscape shall be fertilized four times per year at the rate of 5 to 8 lbs. each application. Palms under 8 feet tall will receive 2-5 lbs. per application four times per year.

Fertilizers should contain equal amounts of nitrogen and potassium and 30% or more of both elements should be available in slow-release from. The fertilizer should also contain magnesium and a complete micronutrient amendment. The fertilizer analysis shall be similar to 8-2-8, 15-5-15, 14-3-14, 12-2-14, etc.

Established shrubs and trees in turf areas exposed to turf fertilizations will be fertilized on an as- needed basis to ensure plants maintain a healthy look. Fertilizer applied to shrubs and trees planted in beds shall be broadcasted over the entire plant bed. Nutrient deficiencies shall be treated with supplemental applications of the specific lacking nutrient according to University of Florida Cooperative Extension recommendations.

The specifications above shall be modified as necessary to comply with applicable laws and regulations.

Pest and Weed Control: Contractor shall practice Integrated Pest Management (IPM) in compliance with applicable laws and regulations to control insects, diseases and weeds on and around perennials, ground covers, shrubs, vines and trees. This will include frequent monitoring and spot treatment as necessary using the least toxic methods. All applications will be performed when temperatures are below 90 degrees F and when wind drift is negligible. First choice will be insecticidal soaps, horticultural oils and biological controls such as Bacillus thuringiensis (Br). Weeds in beds or mulched areas will usually be removed mechanically or be hand. Herbicides will be employed for heavy weed infestations.

Annuals Maintenance

Annual Flowers: Replacement of existing annuals will be done 4 times per year at a per-plant cost not included within the Agreement price. Renovation of annual beds with soil amendments shall be accomplished once per year in early March at no additional cost.

Replacement of dead or injured plants due to pests or Contractor negligence will be done without cost to District. Annuals and perennial bedding plants shall be fertilized at installation with time- release fertilizer. Supplemental fertilization with liquid 20-20-20 or comparable shall also be applied as necessary to promote color and vigor. Hand-pulled weed control will be performed during every maintenance service to ensure all areas are maintained weed-free. No herbicides are to be used on or near the annual beds.

Edging and trimming along the beds will be done to maintain the original straight line or smooth curve.

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Irrigation Systems Maintenance

Irrigation Systems: Contractor shall inspect and test all components of the irrigation system for functionality on a routine monthly schedule. The monthly test shall include:

Verifying functionality of decoders and solenoid valves from the controller
Ensuring proper coverage of rotor and spray heads and maxi-jet emitters to maximize effectiveness and minimize over spray upon roads, sidewalks, etc.
Replacement of clogged emitters and spray nozzles
Identifying breaks or leaks in lateral lines
Clearing turfgrass, etc. from valve and control boxes
Identifying broken, non-functioning or missing rotors, spray heads and maxi jets
Verify functionality of rain sensors, soil moisture sensors and other automatic shut-off devices

Contractor shall take appropriate action as necessary to maintain the irrigation systems in accordance with the above; compensable at a time and materials basis. Repairs due to damage caused by Contractor’s maintenance activities will be made by Contractor at no expense to District.

Contractor shall be responsible for controller programming including seasonal adjustments, specific need adjustments, accommodating new plant material and otherwise as necessary to ensure adequate irrigation is applied.

Central Control: Contractor must communicate all changes made to controller programming, for approval & to prevent them from being deleted by periodic synchronization.

Optional Services

Thatch Control: Thatch removal is not included the basic contract charges. Removal of thatch (a spongy build-up of dead and living grass shoots, stems and roots) should be considered when thatch thickness exceeds one inch. The best time for thatch removal is March through August when the turf is rapidly growing. Verti-cutting, using a vertical mover is the recommended method of mechanically removing thatch from Zoysia lawns. Blade spacing shall be 1-2” for Zoysia grass.

Mulching: Re-mulching of planting beds shall be by the request of District and charged separately.

Palm and Canopy Tree Pruning: Pruning of palm trees in excess of 12’ C.T. shall be by the request of the District and charged separately. Structural pruning of canopy trees shall be by the request of District and be performed by an ISA Certified Arborist.

Other Services: Other compensable services outside of the Agreement Scope including, but not limited to:
Major clean-up due to storms, vandalism or otherwise
Hand watering
Fire Ant control

44th Ave E; Uihlein to Bourneside

COMPOSITE EXHIBIT B

Landscape Maintenance Exhibits

SHEET TOTALS:
ZOYSIA:  57,500 SF
BEDS:  5,057 SF
BAHIA:  126,300 SF
Ligustrum  Tree: 0
Coontie:  34
Fakahatchee: 174
Holly: 52
Juniper:  200
Ixora: 160
Var. Conf.  Jasmine: 400
Sabal Palm: 34
Sylvester  Palm: 0
Oak: 13
Mag: 6
Cypress: 23+8  = 31

Zoysia 17,196 sf

Zoysia 4,944 sf

     

     
Zoysia 20,866 sf

Zoysia 4,919 sf

Bed 1,738 sf

Bed 516 sf

Bed 516 sf

Bahia 21,207 sf

Bahia 35,300 sf

Bahia 21,115 sf

    

    

                

 	

   	   

  	

   	 

Bahia 48,349 sf

SHEET  TOTALS:
ZOYSIA:   63,200 SF
BEDS:   4,250 SF
BAHIA:  114,416 SF
Ligustrum  Tree: 0
Coontie: 34
Fakahatchee:  114
Holly: 52
Juniper: 200
Ixora: 160
Var. Conf. Jasmine: 1,200
Sabal Palm: 24
Sylvester  Palm: 0
Oak: 9
Mag: 18
Cypress: 20

Bed 1,698 sf

Zoysia 5,105 sf

Zoysia 14,320 sf

Zoysia 4,857 sf

Zoysia 22,190 sf

Zoysia 5,121 sf

Zoysia
6,799 sf

Zoysia 4,820 sf

Bahia 21,736 sf

Bahia 25,591 sf

Bahia 41,628 sf

Bahia 24,956 sf

 	 	

 	

Zoysia 6,617 sf

Zoysia 4,458 sf

Zoysia 1,184 sf

Zoysia 1,113 sf

Bahia 4,680 sf

Bahia 5,467 sf

FM		FM		FM		FM		FM		FM		FM		FM		FM		FM		FM		FM		FM		FM RC	RC		RC		RC		RC		RC		RC		RC		RC		RC		RC		RC		RC		RC

3 MG

3 QV

17 ZP

3 QV

2 QV

17 ZP

48 TD

5 SP

48 TD	5 SP

W	W	W	W	W	W	W	W	W	W	W	W	W	W

MATCHLINE - L

MATCHLINE - M

7 TAD

5 TAD

3 TAD

28,350

967,500

SF

FM		FM		FM		FM RC		RC		RC

1 QV

40 IX

48 TD	5 TAD

SHEET TOTALS:
ZOYSIA:   32,100 SF
BEDS:   3,000 SF
BAHIA:  78,000 SF
Ligustrum  Tree: 0
Coontie: 34
Fakahatchee: 144
Holly: 0
Juniper:  0
Ixora: 40
Var. Conf. Jasmine: 200
Sabal  Palm: 10
Sylvester  Palm: 3
Oak: 9
Mag: 3
Cypress: 22

3 PS

W	W	W

40 ft

MATCHLINE - M

2 TAD

OVERALL (O.A.) HEIGHT

CLEAR TRUNK (C.T.)
CLEAR OR GRAY WOOD

FINISH GRADE

3'' HIGH SOIL

3'' MULCH

IF BURLAP IS PRESENT ROLL TO 1/3 OF FABRIC INTO PIT.
ROOTBALL SHALL BE AT SAME GRADE
AS IT'S ORIGINAL SETTING AND PLUMB.
FRONDS SHALL BE TIED UP FOR
PROTECTION OF BUDS. LARGE  DATE PALMS AND ALL FAN PALMS   SHALL REMAIN TIED FOR 1 MONTH MINIMUM. PALMS WITH DAMAGED BUDS WILL NOT BE ACCEPTED.
TRUNK SHALL BE FREE OF SCARS,
BURNS, HOLES, ETC.
ROOTBALL SHALL HAVE 16'' MINIMUM
RADIUS FROM TRUNK.
INSTALL 4' DIAMETER MULCH RING
AROUND ALL PALMS IN SOD AREAS.

60
STAKING DIRECTIONS:
(3) 2''x4''x8" BRACES 120 APART NAILED TO
(3) 2''x4''x12'' SEATS WIRE-BANDED OVER 5 LAYERS OF BURLAP WRAP (1) 2''x4''x30'' STAKE EACH.

FORM SAUCER WITH

Bahia

3'' CONTINUOUS RIM	3'' MULCH

BACKFILL SHALL BE NATIVE SOIL WITH MILORGANITE AND PHC HEALTHY START MACRO TABLETS AS PER MANUF. DIRECTIONS (21 GRAM TABLETS 1 PER 1 GAL, 3 PER 5 GAL, 4 PER
10 GAL & 5 PER 15 GAL).  WATER	2 X BALL DIAMETER AND TAMP TO REMOVE AIR	(REQUIRED) POCKETS.
NOTE: SEE GENERAL NOTES TO DETERMINE IF ADDITIONAL SOIL AMENDMENTS ARE REQUIRED.

LANDSCAPE GENERAL NOTES
LANDSCAPE NOTES ARE ALL INCLUSIVE. ALL QUESTIONS CONCERNING THE LANDSCAPE PLAN, DETAILS, AND SPECIFICATIONS SHALL BE DIRECTED TO THE LANDSCAPE ARCHITECT (941) 746-8664.
PLANT COUNT TOTALS IN THE PLANT MATERIALS LIST ARE FOR THE CONVENIENCE OF THE LANDSCAPE CONTRACTOR. BIDDERS
SHALL VERIFY ALL PLANT COUNTS WITH THE SPECIFIED QUANTITIES SHOWN ON THE LANDSCAPE PLAN. THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL MATERIALS DRAWN ON THE PLAN.
REVIEW THE GENERAL NOTES, PLANT MATERIAL LIST, PLANS, DETAILS, AND WRITTEN SPECIFICATIONS (IF PROVIDED). THE
LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR IMPLEMENTING THE LANDSCAPE PLAN AS DRAWN AND DIRECTED BY THE NOTES AND SPECIFICATIONS. CONTACT THE LANDSCAPE ARCHITECT WHEN SIGNIFICANT FIELD CHANGES REQUIRE PLAN REVISION AND BEFORE MAKING MATERIAL SUBSTITUTIONS.
PRIOR TO SUBMITTING THE BID, THE LANDSCAPE CONTRACTOR SHALL VISIT THE SITE TO BECOME FAMILIAR WITH EXISTING
CONDITIONS. SEE ENGINEERING (CIVIL) PLANS FOR ADDITIONAL SITE INFORMATION.
ALL PLANTS FURNISHED BY THE LANDSCAPE CONTRACTOR SHALL BE FLORIDA NO. 1 QUALITY OR BETTER IN ACCORDANCE WITH
GRADES AND STANDARDS FOR NURSERY PLANTS, STATE OF FLORIDA 2ND EDITION (FEB. 1998 PI# 97T-05). THE OWNER AND/OR LANDSCAPE ARCHITECT SHALL DETERMINE THE ACCEPTABILITY OF ALL PLANT MATERIAL SUPPLIED BY THE LANDSCAPE CONTRACTOR. SPECIMEN MATERIAL SHALL BE APPROVED BEFORE INSTALLATION.
ALL PLANT MATERIAL THAT HAS BEEN FIELD TAGGED BY THE LANDSCAPE ARCHITECT SHALL REMAIN TAGGED UNTIL FINAL
ACCEPTANCE OF THE PROJECT. ALL MATERIAL NOT TAGGED BY LANDSCAPE ARCHITECT IS SUBJECT TO REJECTION. REJECTED PLANT MATERIAL SHALL BE REPLACED AT CONTRACTORS EXPENSE UNTIL ACCEPTABLE MATERIAL IS PROVIDED.
AT HIS DISCRETION, THE LANDSCAPE ARCHITECT MAY REQUIRE ALL PLANTS TO BE SET IN PLACE AND APPROVED PRIOR TO ANY
PLANT INSTALLATION. THE LANDSCAPE CONTRACTOR SHALL CALL TO SCHEDULE THE INSPECTION FOUR (4) WORKING DAYS IN ADVANCE.
STAKE ALL TREES. SEE TREE PLANTING DETAIL.
PROVIDE ARBORGARD+ FLEXIBLE BARK PROTECTORS (MODEL A69-4) AROUND BASE OF TRUNK FOR ALL SINGLE TRUNK TREES
FREESTANDING IN SODDED AREAS. THEY ARE AVAILABLE AT ARBORIST SUPPLY HOUSE, INC., (FT. LAUDERDALE, FL: 1-800-749-9528).
ALL TREES SHALL BE PLANTED WITH MYCOR TREE SAVER (3oz PER 1'' CAL.) AND PHC HEALTHY START MACRO TABLETS (21 GRAM - 4 PER 1'' CAL.) - SEE MANUFACTURERS SPECIFICATIONS FOR INSTALLATION METHOD (PLANT HEALTH CARE, INC. 941-751-9455, OR     THE TREE HOUSE 941-722-3369).
ALL PALMS SHALL BE PLANTED WITH MYCOR PALM SAVER - SEE MANUFACTURERS SPECIFICATIONS FOR APPLICATION RATE AND INSTALLATION METHOD ( PLANT HEALTH CARE, INC. 1-800-421-9051).
ON NON-IRRIGATED SITES OR AREAS, TREES AND PALMS SHALL ALSO RECEIVE TERRA-SORB HYDRO GEL (PLANT HEALTH CARE INC.) AS PER MANUFACTURER SPECIFICATIONS.
ALL SHRUBS SHALL RECEIVE 1/2 LB. OF MILORGANITE PER FOOT OF HEIGHT; TREES SHALL RECEIVE 5 LBS. PER INCH OF CALIPER; AND GROUNDCOVERS SHALL BE FERTILIZED AS PER LABEL INSTRUCTIONS. IN ALL INSTANCES FERTILIZER SHALL BE MIXED IN EVENLY WITH BACKFILL MATERIAL.

TREE PLAN

ALL SHRUBS AND GROUNDCOVER SHALL ALSO RECEIVE PHC HEALTHY START MACRO TABLETS (21 GRAM - 1 PER 1 GAL., 3 PER 5 GAL., 4 PER 10 GAL., AND 5 PER 15 GAL.). INSTALL AS PER MANUFACTURERS DIRECTIONS.
AMEND BACKFILL OF ALL SHRUBS AND GROUNDCOVERS ONLY WITH 1/3 CLEAN FLORIDA PEAT OR APPROVED PLANTING MIX. MIX ORGANIC SOIL AMENDMENTS THOROUGHLY WITH THE NATIVE SOIL BEFORE BACKFILLING PLANTING PITS.
ONLY PRUNE TREES AND SHRUBS TO REMOVE DEAD OR DAMAGED FOLIAGE - OR TO COMPENSATE FOR ROOT LOSS CAUSED BY TRANSPLANTING. MAKE CERTAIN TO RETAIN THE PLANT MATERIAL'S NATURAL FORM WHEN PRUNING. NEVER CUT THE CENTRAL GROWTH LEADER OF A TREE, OR INSTALL ANY TREE THAT HAS HAD THE CENTRAL GROWTH LEADER CUT. ALL TREES SHALL BE TRIMMED FOR CLEAR TRUNK UNLESS OTHERWISE SPECIFIED.
WHERE PLANTING AREAS ABUT PAVEMENT, FINISHED SOIL LEVEL SHALL BE THREE INCHES (3") BELOW TOP OF PAVEMENT.
ALL PLANTING AREAS SHALL RECEIVE MULCH AT THE RATE OF 1 CUBIC YARD PER 110 SF. OF AREA (THIS EQUALS A 3'' MULCH DEPTH) - UNLESS OTHERWISE NOTED. SEE PLANT MATERIALS LIST FOR SPECIFICATIONS.
KEEP MULCH SIX INCHES (6") BACK FROM ALL TREE TRUNKS.
SOD SHALL BE INSTALLED WITH TIGHT JOINTS, ROLLED AND FERTILIZED AT TIME OF INSTALLATION. ALL SOD SHALL BE FREE OF NUISANCE SPECIES, INVASIVE AND EXOTIC WEEDS OR THEIR SEED.
ALL REQUIRED MATERIAL SHALL BE THE RESPONSIBILITY OF THE LANDSCAPE CONTRACTOR UNTIL FINAL PROJECT ACCEPTANCE, BUT NO LESS THAN A PERIOD OF THIRTY (30) DAYS. RELOCATED MATERIALS AND OWNER SUPPLIED MATERIALS ARE EXEMPT.
AFTER THE PROJECT IS ACCEPTED, THE LANDSCAPE CONTRACTOR SHALL SUPPLY THE OWNER WITH A TWELVE (12) MONTH WARRANTY COVERING THE PLANT MATERIAL (ENSURING PLANT HEALTH AND SATISFACTORY GROWTH) AND A COMPLETE MAINTENANCE PROGRAM TO BE FOLLOWED DURING AND AFTER THE WARRANTY PERIOD. DURING THE WARRANTY PERIOD THE LANDSCAPE CONTRACTOR WILL NOT BE HELD RESPONSIBLE FOR THEFT, VANDALISM, OR UNUSUAL ACTS OF GOD.

Zoysia 4,710 sf

Zoysia 4,874 sf

Bahia 21,052 sf

Bahia 46,235 sf

SAUCER	6'' CROWN
2 x BALL DIA. EXISTING SUBGRADE

BACKFILL SHALL BE NATIVE SOIL AMENDED WITH MYCOR PALM SAVER AND SAND, IF REQUIRED, FOR DRAINAGE. WATER AND TAMP TO REMOVE AIR POCKETS

THE LANDSCAPE CONTRACTOR IS ADVISED TO CALL SUNSHINE STATE ONE (1-800-432-4770) TO FIELD LOCATE EXISTING UTILITIES AND SECURE A PERMIT NUMBER PRIOR TO BEGINNING WORK. USE DUE CAUTION AROUND THE UTILITIES. THE LANDSCAPE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR ANY DAMAGE DONE TO EXISTING UTILITIES.
LANDSCAPE CONTRACTOR SHALL COORDINATE WITH IRRIGATION CONTRACTOR.
THERE SHALL BE 3' MINIMUM CLEARANCE FROM LANDSCAPE PLANTS TO THE EDGE OF THE METERS LESS THAN 3" AND 10' FOR METERS 3" AND LARGER.
THERE SHALL BE 7.5' MINIMUM CLEARANCE FROM THE FRONT AND BOTH SIDES AND 4' FROM THE BACK FOR ALL FIRE HYDRANTS.
NO TREES SHALL BE PLANTED WITHIN 10' OF ANY COUNTY MAINTAINED WATER OR SEWER MAIN.

44th Ave E; Uihlein to Bourneside

EXHIBIT C

Landscape Maintenance Scope Sheet

updated on 9/24/2020		Lakewood Ranch Stewardship District Cepra Landscape Maintenance Scope
44th Ave E; Uihlein to Bourneside NE Sector
Section I: Contract Scope	
	Unit $	Per Year$	
Premium Turf:	157,862	SF	$	0.19	$	29,993.78	
Non-Premium Turf (mechanical only)	317,916	SF	$	0.07	$	22,254.12	
Beds/Shrubs/Ground Covers:	12,212	SF	$	0.25	$	3,053.00	
Irrigation Zones:	37	LS	$	135.00	$	4,995.00	
Canopy Trees; 8' Clearance:	31	LS	$	50.00	$	1,550.00	
Accent Trees:	100	LS	$	50.00	$	5,000.00	
	Total Contract:	$	66,845.90	

Section II: Non-Contract Scope	Unit $	Extension	
Canopy Trees; Structural Pruning:	31	LS	$	150.00	$	4,650.00	
Palm Tree Pruning:	71	LS	$	38.00	$	2,698.00	
Annuals:		LS		$	-	
Re-Mulch (at 1" depth):	41	CY	$	51.00	$	2,076.04	
Irrigation Repair:	PER HOUR	$	55.00	$	-	

F:\LLAWM\STEWARDSHIP DISTRICT\Landscape and Irrigation\NE Sector\Uihlein Road\Uihlein Ph. III\Cepra Uihlein Ph. III Landscape Maintenance Scope Sheet.xlsx
Scope Sheet

EXHIBIT D

Form of Change Order

CHANGE ORDER
No.: 	
Project:					 Date of Issuance: 		Effective Date: 	

Owner:		 Owner’s Contract No.: 	
Contractor: 	Engineer: 	

Increase in contract scope

You are requested to make the following changes in the Contract Documents. Description:

Additional landscape maintenance services required.

Reason for Change Order:

Exhibit A contract scope

Attachments:

Change in Contract Price
Original Contract Price

$ 	

Net changes from previous Change Orders No. 	To No.
$ 	

Contract Price prior to this Change Order

$ 	

Net Increase (decrease) of this Change Order
$ 	

Contract Price with all approved Change Orders

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No. 	To No.

days

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order

days

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:

By: 	
Maintenance Manager or Operations Director

By: 	
Stewardship District Board of Supervisors

By: 	
Contractor

Date: 		Date: 		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

NDL LLC (Natural Designs Landscaping) – Pine Warbler Place

Pine Warbler Place

AGREEMENT FOR LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND
 	NDL LLC.	

THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of October 2020 by and between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (the “District”); and

NDL LLC. (Natural Designs Landscaping), a Florida LLC, whose address is 1810 Clement Road Lutz, Florida 33549 (the “Contractor”).

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping and irrigation improvements; and

WHEREAS, the District desires to retain an independent contractor to provide landscape and irrigation maintenance services to Pine Warbler Place within an area of District known as the “Sarasota Sector”, the scope of which is as more particularly described in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and able to provide  landscape and irrigation maintenance services and desires to provide such services to the District; and

WHEREAS, the District and Contractor warrant and agree that they have all right, power and authority to enter into and be bound by this Agreement.

NOW, THEREFORE, in consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTION 1. RECITALS. The recitals so stated are true  and  correct  and  by  this  reference are incorporated into and form a material part of this Agreement.

SECTION 2. DESCRIPTION OF WORK AND SERVICES.

The duties, obligations, and responsibilities of the Contractor are to provide the services, labor and materials necessary for the provision of landscape and irrigation maintenance services within the District as described herein and in Exhibit A. Such

lands on which Services shall be provided are as more particularly described and shown on Composite Exhibit B, attached hereto and incorporated herein by reference.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement, for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rules, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services.

Pesticide applications shall be made by an individual licensed to perform pest control services in accordance with Chapter 487.011, Florida Statutes. Contractor shall provide proof of such licensure and certification to the District prior to commencement of the Services.

The Contractor shall report directly to the District’s Maintenance Manager who shall be Garrett Hardy. Contractor acknowledges and agrees that the District has the right to request that Contractor’s employees and/or subcontractors who do not behave in a professional manner, in the District’s sole determination, be removed from the Contractor’s landscape maintenance team(s) providing the Services to the District.

Contractor shall use all due care to protect the property of the District, its residents and landowners from damage and shall follow and be responsible for the Services set forth in Exhibit A on the property as provided in Composite Exhibit B. Contractor agrees to repair any damage resulting from Contractor’s activities and work within twenty-four (24) hours. This includes, but is not limited to, damage caused by Contractor to irrigation heads and lines, landscape, grasses or any other District or landowner properties or improvements.

In the event that the District notifies the Contractor that any of the Services performed by the Contractor pursuant to this Agreement are deemed to be inconsistent with the scope of services set forth in Exhibit A, Contractor shall have two (2) business days to correct minor deficiencies, and up to fifteen (15) business days, or another mutually agreed upon timeframe, to correct non-minor deficiencies. As it would be difficult to ascertain the exact amount of damages incurred by the District as a result of the Contractor’s failure to perform in accordance with the terms of the Agreement, in the event that the Contractor fails to timely remedy the deficiency(ies) as set forth herein, the District is entitled to reduce the current monthly payment to the Contractor by fifteen (15%) percent per day, as liquidated damages for non-performance (but not as a penalty), until such deficiencies are remedied.

In the event that time is lost due to heavy rains (“Rain Days”), the Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the time during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up Rain Days, but shall not provide services on Sundays.

SECTION 3.	COMPENSATION; TERM.

As compensation for the completion of the Services, the District agrees to pay the Contractor Seven Thousand Five Hundred Fifty-Seven Dollars and Sixty Cents ($7,557.60) per year, which amount includes all tools, labor and materials necessary to complete the Services. The term of this Agreement shall be from October 1st, 2020 through September 30th, 2021 unless terminated earlier in accordance with the terms of this Agreement or renewed for optional one (1) year renewals at the option of the parties hereto at the same price and terms as provided for herein.

If the District should desire additional work or services not provided in Exhibit A, or to add additional lands to be maintained not contained in Composite Exhibit B, the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the parties shall agree in writing to a work order, addendum, addenda, or change order to this Agreement as set forth in Section 4.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. This invoice is due and payable within forty-five (45) days of receipt by the District, or in accordance with Florida’s Prompt Payment Act, whichever is sooner. The invoice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTION 4.	CHANGE ORDERS. Contractor understands that the Services may be reduced, expanded or otherwise modified in scope. If any additional Services are proposed beyond those

identified in this Agreement, Contractor shall perform them but only after receiving a written change order from the District. Contractor shall cooperate with and assist the District in preparing and determining the scope of any change order. In the event the modification in services reflects a change to the scope of work as contained in Composite Exhibit B, Contractor’s compensation shall be adjusted for the added or deducted scope proposed by the change order in accordance with the unit prices established in the Agreement as set forth in Exhibit C. In the event the service is not represented by a lump sum or unit price set forth in  this Agreement, Contractor’s compensation shall be adjusted for the added or deducted services proposed by the change order as reasonably determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit D.

SECTION 5.  WARRANTY AND COVENANT. The Contractor warrants to the District that  all materials furnished under this Agreement shall be new, and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (1) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2, all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (1) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such warranties is as provided by Florida law unless longer guarantees or warranties are provided for elsewhere in the Agreement (in which case the longer periods of time shall prevail). Contractor shall replace or repair warranted items to the District’s satisfaction and in the District’s discretion. Neither final acceptance of the Services, nor monthly or final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Services. If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement, Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District. Contractor hereby certifies it is receiving the property in its as-is condition and has thoroughly inspected the property and addressed any present deficiencies, if any, with the District. Contractor shall be responsible for maintaining and warranting all plant material maintained by Contractor as of the first date of Services.

Contractor hereby covenants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal, building and zoning, land use, environmental, public safety, non-discrimination and disability accessibility laws, codes, ordinances, rules and regulations, including, without limitation, all professional registration (both corporate and individual) for all required basic disciplines that it shall perform. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

SECTION  6  INSURANCE.   Contractor shall, at its own expense, maintain insurance during the performance of its Services under this Agreement, with limits of liability not less than the following:
Workers Compensation	statutory General Liability
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$1,000,000
Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. At no time shall Contractor be without insurance in the above amounts. No policy may be canceled during the term of this Agreement without at least thirty (30) days written notice to the District. An insurance certificate evidencing compliance with this section shall be sent to the District prior to the commencement of any performance under this Agreement.

SECTION 7. INDEPENDENT CONTRACTOR.  It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship of an independent contractor and not that of an employee, agent, joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state or federal unemployment insurance contributions on Contractor's behalf; iii) Withhold state or federal income tax from payment to Contractor; iv) Make disability insurance contributions on behalf of Contractor; or v) Obtain workers’ compensation insurance on behalf of Contractor. Moreover, Contractor shall provide the District with a completed IRS W-9 form prior to the commencement of the Services.

SECTION   8.	COMPLIANCE   WITH   LAWS,   ORDINANCES   AND   REGULATIONS.	In
performing its obligations under this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances, rules, regulations, and orders of any public or governmental authority having appropriate jurisdiction, including all laws, regulations and rules relating to immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor’s employees, agents, subcontractors or anyone

directly or indirectly employed by Contractor observe Contractor’s rules and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees, agents and subcontractors performing its obligations herein and other persons who may be affected, and any material, equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor’s failure to comply with the provisions contained herein.

SECTION 9.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit  or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 10. ENFORCEMENT OF AGREEMENT.  In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 11.  AMENDMENTS.  Amendments to and waivers of the provisions contained  in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 12. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 13. NOTICES. All notices, requests, consents and other communications under this Agreement (“Notices”) shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:	NDL LLC.
1810 Clement Road
Lutz, Florida 33549 Attn: Diane Blase

If to District:	Lakewood Ranch Stewardship District
12051 Corporate Boulevard
Orlando, Florida 32817 Attn: District Manager

With a copy to:	Lakewood Ranch Stewardship District Operations
14400 Covenant Way Lakewood Ranch, FL 34202 Attn: Operations Manager

With a copy to:	Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day.  If any time for giving Notice contained in this Agreement would otherwise expire on a non- business day, the Notice period shall be extended to the next succeeding business day.  Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliver Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

SECTION 14. ARM’S LENGTH TRANSACTION. This Agreement  has  been  negotiated fully between the District and the Contractor as an arm’s length transaction. Both parties participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, both parties are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against either the District or the Contractor.

SECTION 15. THIRD  PARTY  BENEFICIARIES.  This Agreement  is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to

the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 16. ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.

SECTION 17. APPLICABLE LAW AND VENUE. This Agreement and the provisions contained herein shall be construed, interpreted and controlled according to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTION 18.	INDEMNIFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors, officers, staff, employees, representatives and agents against any claims, damages, liabilities, losses and costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($1,000,000.00). By executing this Agreement, Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, paralegal fees and expert witness fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

SECTION 19.	LIMITATIONS	ON	GOVERNMENTAL	LIABILITY.	Nothing	in	this
Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28, Florida Statutes, or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

SECTION 20. TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all Services

rendered up until the effective termination of this Agreement, subject to whatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTION 21. OWNERSHIP OF DOCUMENTS. All rights in and title to all plans, drawings, specifications, ideas, concepts, designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTION 22.  PUBLIC RECORDS.  Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 23. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 24. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 25. ENTIRE AGREEMENT. This instrument shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

Pine Warbler Place

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman/Vice Chairman, Board of Supervisors

Witness:	 	NDL LLC.	

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Exhibit A:	Description of Services
Composite Exhibit B:	Landscape Maintenance Exhibits
Exhibit C:	Landscape Maintenance Scope Sheet
Exhibit D:	Form of Change Order

Pine Warbler Place

EXHIBIT A

Description of Services

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Maintenance Specifications

Turf Maintenance

Mechanical: St. Augustine and Zoysia turfgrass shall be mowed weekly during the months of April through October and bi-weekly during the months of November through March; a minimum of 40 times per year. Bahia turfgrass shall be mowed according to seasonal needs and at frequencies necessary to sustain vigor and other desired conditions; a minimum of 25 times per year. All turf shall be maintained with rotary mower. Mower blades shall be sharp at all times to provide a quality cut. Mowing heights shall be 4” for Bahia, 3-3.5” for St. Augustine and 2-2.5” for Zoysia. Mulched areas and bodies of water must not be contaminated with turf clippings. If this occurs, the clippings must be removed.

All edging shall be accomplished using a metal blade edger. Sidewalks, curbs, pavement and other hard surfaces bordered by turf shall be edged at each mowing event. Landscaped beds and tree rings shall be edged at frequencies necessary to preserve a clean, defined appearance and to maintain shape and size.

Line trimmers shall be used at each mowing event to preserve a uniform turf appearance around fences, irrigation valve boxes and any other area not accessible to mowers. Turf around sprinkler heads will be mechanically removed so as to not interfere with or intercept water output.

All areas shall be kept free of debris and litter at all times.

Fertilization: Turf shall be fertilized at intervals necessary to promote and sustain desired conditions. Complete fertilizers shall be granular in composition and contain 30% to 50% or more of the nitrogen in a slow or controlled-release form. While nitrogen fertilization is based on the desired growth rate and type of turf grass being grown, the phosphorus fertilization rate should be based on the analysis of a turf soil sample and the recommendations obtained from it. The fertilizer shall also contain magnesium and micro-nutrients (i.e. manganese, iron, zinc, copper, etc.) Iron shall be in the sulfate, sucrate or chelated form. Fertilizer will be blown or swept off of sidewalks and other paved surfaces. Specific fertilizer formulation shall vary depending on type of turfgrass and based on soil analysis provided by Contractor. Fertilizer applications shall comply with all applicable laws and regulations, including local ordinances imposing seasonal restrictions.

Pest Control: Turf shall be inspected at each visit for indications of problems and methods of Integrated Pest Management (IPM) shall be utilized to prevent or mitigate damage caused by insects and disease.

Pesticide applications will be made by in accordance with the laws and regulations governing use of pesticides in Florida.

Accent Trees, Palms, Shrubs, Ground Covers Maintenance

Mechanical/Manual: ALL PRUNING TOOLS MUST BE CLEANED PRIOR TO USE ON STEWARDSHIP DISTRICT PROPERTIES. Shrubs and ornamental trees will be pruned as specified by District and to provide the desired shape, fullness and blooms. Pruning shall include removal of dead or diseased shrubs and ground covers. Pruning of palms under 12’ in height C.T. will be done as necessary to remove brown fronds, seed heads and hanging boots and any time they appear to maintain the palms looking their best. No pruning will be done during or immediately following growth flushes, branches will be pruned just outside the branch collar. Sucker growth will be removed by hand from the base of trees. No herbicides will be used for this purpose. Pruning of canopy trees shall be undertaken as necessary to maintain a minimum of 8’ clearance of the canopy as measured

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
from the ground. Contractor will remove and dispose of all biomass generated by pruning activities.

Fertilization: Shrubs, trees and ground covers shall be fertilized three times per year. Two of the annual applications are normally scheduled around February and October. A third application can be made during the summer. Rate will be 1 pound of nitrogen per 1,000 square feet per application.

Mature palms in the landscape shall be fertilized four times per year at the rate of 5 to 8 lbs. each application. Palms under 8 feet tall will receive 2-5 lbs. per application four times per year.

Fertilizers should contain equal amounts of nitrogen and potassium and 30% or more of both elements should be available in slow-release from. The fertilizer should also contain magnesium and a complete micronutrient amendment. The fertilizer analysis shall be similar to 8-2-8, 15-5-15, 14-3-14, 12-2-14, etc.

Established shrubs and trees in turf areas exposed to turf fertilizations will be fertilized on an as- needed basis to ensure plants maintain a healthy look. Fertilizer applied to shrubs and trees planted in beds shall be broadcasted over the entire plant bed. Nutrient deficiencies shall be treated with supplemental applications of the specific lacking nutrient according to University of Florida Cooperative Extension recommendations.

The specifications above shall be modified as necessary to comply with applicable laws and regulations.

Pest and Weed Control: Contractor shall practice Integrated Pest Management (IPM) in compliance with applicable laws and regulations to control insects, diseases and weeds on and around perennials, ground covers, shrubs, vines and trees. This will include frequent monitoring and spot treatment as necessary using the least toxic methods. All applications will be performed when temperatures are below 90 degrees F and when wind drift is negligible. First choice will be insecticidal soaps, horticultural oils and biological controls such as Bacillus thuringiensis (Br). Weeds in beds or mulched areas will usually be removed mechanically or be hand. Herbicides will be employed for heavy weed infestations.

Annuals Maintenance

Annual Flowers: Replacement of existing annuals will be done 4 times per year at a per-plant cost not included within the Agreement price. Renovation of annual beds with soil amendments shall be accomplished once per year in early March at no additional cost.

Replacement of dead or injured plants due to pests or Contractor negligence will be done without cost to District. Annuals and perennial bedding plants shall be fertilized at installation with time- release fertilizer. Supplemental fertilization with liquid 20-20-20 or comparable shall also be applied as necessary to promote color and vigor. Hand-pulled weed control will be performed during every maintenance service to ensure all areas are maintained weed-free. No herbicides are to be used on or near the annual beds.

Edging and trimming along the beds will be done to maintain the original straight line or smooth curve.

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Irrigation Systems Maintenance

Irrigation Systems: Contractor shall inspect and test all components of the irrigation system for functionality on a routine monthly schedule. The monthly test shall include:

Verifying functionality of decoders and solenoid valves from the controller
Ensuring proper coverage of rotor and spray heads and maxi-jet emitters to maximize effectiveness and minimize over spray upon roads, sidewalks, etc.
Replacement of clogged emitters and spray nozzles
Identifying breaks or leaks in lateral lines
Clearing turfgrass, etc. from valve and control boxes
Identifying broken, non-functioning or missing rotors, spray heads and maxi jets
Verify functionality of rain sensors, soil moisture sensors and other automatic shut-off devices

Contractor shall take appropriate action as necessary to maintain the irrigation systems in accordance with the above; compensable at a time and materials basis. Repairs due to damage caused by Contractor’s maintenance activities will be made by Contractor at no expense to District.

Contractor shall be responsible for controller programming including seasonal adjustments, specific need adjustments, accommodating new plant material and otherwise as necessary to ensure adequate irrigation is applied.

Central Control: Contractor must communicate all changes made to controller programming, for approval & to prevent them from being deleted by periodic synchronization.

Optional Services

Thatch Control: Thatch removal is not included the basic contract charges. Removal of thatch (a spongy build-up of dead and living grass shoots, stems and roots) should be considered when thatch thickness exceeds one inch. The best time for thatch removal is March through August when the turf is rapidly growing. Verti-cutting, using a vertical mover is the recommended method of mechanically removing thatch from Zoysia lawns. Blade spacing shall be 1-2” for Zoysia grass.

Mulching: Re-mulching of planting beds shall be by the request of District and charged separately.

Palm and Canopy Tree Pruning: Pruning of palm trees in excess of 12’ C.T. shall be by the request of the District and charged separately. Structural pruning of canopy trees shall be by the request of District and be performed by an ISA Certified Arborist.

Other Services: Other compensable services outside of the Agreement Scope including, but not limited to:
Major clean-up due to storms, vandalism or otherwise
Hand watering
Fire Ant control

Pine Warbler Place

COMPOSITE EXHIBIT B

Landscape Maintenance Exhibits

TJV 102

TJV 44

JP 24

LIN 6

PM 3

JP 50

LME 152

STREET LIGHT, TYP.

LME 73

"B" BOULDER

SR3 3

LME 53

"C" BOULDER

20 ft

MATCHLINE '2'

LIMIT OF WORK

LIMIT OF WORK

TJV 43

JP 27

LIN 6

LME 138

SR3 3

"B" BOULDER
"C" BOULDER

SOD 

LME 46

PINE WARBLER PLACE

 	

LIMIT OF WORK

Revisions:	
NO.	DATE :	DESCRIPTION :	
1	06/02/20	Revised pole and light fixture model numbers	
2	06/17/20	Light Pole Revisions	
3	06/30/20	Revised per landscape comments	

			

ALL CONCEPTS, LAYOUTS, DELINEATIONS AND PLANS DEPICTED BY THIS DRAWING ARE THE PROPERTY OF HARDEMAN KEMPTON & ASSOCIATES, INC., AND WERE DEVELOPED FOR THIS SPECIFIC PROJECT. THESE CONCEPTS, LAYOUTS, PLANS AND DELINEATIONS ARE NOT TO BE TRANSFERRED TO ANY PERSON, FIRM, OR CORPORATION FOR ANY PURPOSE WHATSOEVER WITHOUT THE WRITTEN APPROVAL OF HARDEMAN KEMPTON & ASSOCIATES, INC.

HARDEMAN KEMPTON
& ASSOCIATES, INC.
Landscape Architects
& Civil Engineers
2207 W. North A Street Tampa, Florida 33606
Ph: 813-258-0066
www.hka-design.com

  PROJ. NO. : C025018K	
  DATE :	07.13.2020	

  DESIGNED :  TAS/ JER	

CHECKED :

THIS PLAN IS NOT VALID UNLESS SIGN ED , D A TED & R AISE D S EAL AFFIXED OR PERMANENT INK SEAL
SHEET:

PROJECT NAME :	PREPARED FOR :

Landscape Architecture Certificate of Authorization #LC0000267

Engineering Business Certificate of Authorization No. #26775

JER

L1.1

WATERSIDE PLACE		WATERSIDE PLACE. LLC 14400 COVENANT WAY LAKEWOOD RANCH, FL 34202
SHEET TITLE :
PINE WARBLER PLACE LANDSCAPE PLAN

148 sf

MATCHLINE '2'

"A" BOULDER

NG 3
QV 2

LME 49

QV
2	QV
2

GIF 49

ZFU1 3

LME 137

HARDEMAN KEMPTON

ALL CONCEPTS, LAYOUTS, DELINEATIONS AND PLANS DEPICTED BY THIS DRAWING ARE THE PROPERTY OF HARDEMAN KEMPTON & ASSOCIATES, INC., AND WERE DEVELOPED FOR THIS SPECIFIC PROJECT. THESE CONCEPTS, LAYOUTS, PLANS AND DELINEATIONS ARE NOT TO BE TRANSFERRED TO ANY PERSON, FIRM, OR CORPORATION FOR ANY PURPOSE WHATSOEVER WITHOUT THE WRITTEN APPROVAL OF HARDEMAN KEMPTON & ASSOCIATES, INC.

& ASSOCIATES, INC.
Landscape Architects

SR3 3

DU 31

ZFU1 3

SAV 18

IX 27

QV 1

LIMIT OF WORK

GIF 38

NG 3

LME 38

IX 33

SAV 6

SOD 

SR3 3

IX 21

GG 5

SR3 1

QV 1

ZP 31

DU 24

SR3 3

IX 33

NG 5

"C" BOULDER

SAV 5

SAV 12
SR3 3
IX 42
QV 1

NG 3

"B" BOULDER

& Civil Engineers
2207 W. North A Street Tampa, Florida 33606
Ph: 813-258-0066
www.hka-design.com

Landscape Architecture Certificate of Authorization #LC0000267

PREPARED FOR :
WATERSIDE PLACE. LLC 14400 COVENANT WAY LAKEWOOD RANCH, FL 34202

Engineering Business Certificate of Authorization No. #26775

"C" BOULDER

LME 11

LME 21

LIMIT OF WORK

PROJECT NAME :
WATERSIDE PLACE

SHEET TITLE :
PINE WARBLER PLACE LANDSCAPE PLAN

GIF 17

LME 20

PINE WARBLER PLACE

STREET LIGHT, TYP. "B" BOULDER
NG
3
QV 2
GIF 39
ZFU1 3

DU 34
JP 21
NG 3

"A" BOULDER "C" BOULDER
IX 10
JP 20

QV 2

GIF 45

SR3 1

GG 5

IX 25

SR3 3

DATE :
06/02/20

06/17/20

06/30/20

LME 49

"A" BOULDER "C" BOULDER
NG 3
QV 2

GIF 50

SR3 3
DU 35
JP 22

"C" BOULDER

NG 1

IX 14

Revisions:

NO.
1

DESCRIPTION :
Revised pole and light fixture model numbers

2

Light Pole Revisions

3

Revised per landscape comments

PROJ. NO. : C025018K

SOD 

"B" BOULDER

DATE :

07.13.2020

JP	DESIGNED : TAS/ JER

18	CHECKED :

JER

NG 2

JP 39

"A" BOULDER

VM 1
NG 3

ANN1 187

ANN2 140

"C" BOULDER

JP 40
VM 1
IX 16

THIS PLAN IS NOT VALID UNLESS SIGN ED , D A TED & R AISE D S EAL AFFIXED OR PERMANENT INK SEAL

GHARD
2020-09-21 15:36:24
--------------------------------------------
2,577 sf

GHARD
2020-09-21 15:36:24
--------------------------------------------
639 sf

"B" BOULDER
IX 14

MATCHLINE '1'

SHEET:

L1.2

MATCHLINE '1'

IX 15
NG
3
VM 1

STREET LIGHT, TYP.

ANN1 176

ANN2 150

IX 14
"B" BOULDER
VM 1
NG
3

HARDEMAN KEMPTON
& ASSOCIATES, INC.

"C" BOULDER
JP 35

"B" BOULDER
NG 1
QV
2

JP 20
JP
13

IX 28
DU 30
SR3 3

LME 54

QV 2

SR3 1

GG 5

IX 16

"C" BOULDER

149 sf

JP 33
"B" BOULDER

QV 2

"A" BOULDER

JP 19
IX
27
NG 3

DU 36

GIF 50

Landscape Architects
& Civil Engineers
2207 W. North A Street Tampa, Florida 33606
Ph: 813-258-0066
www.hka-design.com

Landscape Architecture Certificate of Authorization #LC0000267

Engineering Business Certificate of Authorization No. #26775

GIF 49

LME 28

GIF 51
SR3 3

SR3 3

LIMIT OF WORK

PREPARED FOR :
WATERSIDE PLACE. LLC 14400 COVENANT WAY LAKEWOOD RANCH, FL 34202

LME 34

LIMIT OF WORK

LME 37

GIF 35

SOD 

LME 24

SHEET TITLE :
PINE WARBLER PLACE LANDSCAPE PLAN

"C" BOULDER

PROJECT NAME :
WATERSIDE PLACE

NG 3

QV	GIF
1	36

ZP	NG
31	1
QV
1	QV
1

DESCRIPTION :
Revised pole and light fixture model numbers

SAV 8

JP 34

NG 3

"C" BOULDER

GIF 47

PINE WARBLER PLACE

QV 2

SR3 3

Light Pole Revisions

Revised per landscape comments

JP 32
SAV 8

SR3 3

JP 12

SAV 22

IX 16

SR3 3

GG 5

SAV 23

JP 17

Revisions:

NO.
1

DATE :
06/02/20

2

06/17/20

3

06/30/20

PROJ. NO. : C025018K

QV	QV
2	2

DATE :

07.13.2020

DESIGNED : TAS/ JER

SR3 1

LME 89

SR3 1

LME 58

SR3 3

LME 70

CHECKED :

JER

IX 24

NG 3

"C" BOULDER

LME 35

SOD 

VM 1

ZP 12

ANN1 190

NG 4

IX 25
"C" BOULDER
LME 36

THIS PLAN IS NOT VALID UNLESS SIGN ED , D A TED & R AISE D S EAL AFFIXED OR PERMANENT INK SEAL
SHEET:

ALL CONCEPTS, LAYOUTS, DELINEATIONS AND PLANS DEPICTED BY THIS DRAWING ARE THE PROPERTY OF HARDEMAN KEMPTON & ASSOCIATES, INC., AND WERE DEVELOPED FOR THIS SPECIFIC PROJECT. THESE CONCEPTS, LAYOUTS, PLANS AND DELINEATIONS ARE NOT TO BE TRANSFERRED TO ANY PERSON, FIRM, OR CORPORATION FOR ANY PURPOSE WHATSOEVER WITHOUT THE WRITTEN APPROVAL OF HARDEMAN KEMPTON & ASSOCIATES, INC.

"A" BOULDER	REFER TO STREETSCAPE PLANS
QV

L1.3

"B" BOULDER "A" BOULDER

  

283 sf

REFER TO PINE WARBLER PLACE PLANS

"B" BOULDER

NG 3

DU 32

"C" BOULDER

VM 1
NG 2

ZOYSIA SOD

ZP 13

PM 1

ANN1 190

"B" BOULDER

SR3 3
"B" BOULDER

  

VM 1

     LIMIT OF WORK    

LME 72

GIF 33

LME 82

VM 2

"C" BOULDER
LME

GIF

HARDEMAN KEMPTON

ALL CONCEPTS, LAYOUTS, DELINEATIONS AND PLANS DEPICTED BY THIS DRAWING ARE THE PROPERTY OF HARDEMAN KEMPTON & ASSOCIATES, INC., AND WERE DEVELOPED FOR THIS SPECIFIC PROJECT. THESE CONCEPTS, LAYOUTS, PLANS AND DELINEATIONS ARE NOT TO BE TRANSFERRED TO ANY PERSON, FIRM, OR CORPORATION FOR ANY PURPOSE WHATSOEVER WITHOUT THE WRITTEN APPROVAL OF HARDEMAN KEMPTON & ASSOCIATES, INC.

& ASSOCIATES, INC.
Landscape Architects
& Civil Engineers
3242 Henderson Blvd., Suite 200
Tampa, Florida 33609
Ph: 813-258-0066
www.krflorida.com

Landscape Architecture Certificate of Authorization #LC0000267

Engineering Business Certificate of Authorization No. #26775

"C" BOULDER

"B" BOULDER	82	78

LME	GIF
196	48

"A" BOULDER
NG

LME

"C" BOULDER

GIF 38

3	PM
1

43
"B" BOULDER
NG 1

GIF

SR3 2

NG 5

"B" BOULDER
"C" BOULDER

DU 25
SR3
1	NG

13	GIF
20

"B" BOULDER "C" BOULDER

2	LME
99

"A" BOULDER

LME

PREPARED FOR :
WATERSIDE PLACE. LLC 14400 COVENANT WAY LAKEWOOD RANCH, FL 34202

SR3

LME
PM	35

"A" BOULDER

66	1

QVC 5

1
GIF 50

"C" BOULDER

MC	MC
18	73

ZOYSIA SOD

GIF 58

SPB 54

SR3 1

"C" BOULDER
"B" BOULDER

MC 16

"C" BOULDER

NG
3	DU
18

"C" BOULDER		SEE SHEET L1.2 FOR PLANT CALLOUT
GIF
9	GIF
27
QVC 5

SAV 6

MATCHLINE 'A'

PROJECT NAME :
WATERSIDE PLACE

SHEET TITLE :
STREETSCAPE LANDSCAPE PLAN

JP 18

RIPRAP

DU 67

DESCRIPTION :
Revised pole and light fixture model numbers

SR3 3

Revised per landscape comments

QV 1

Light Pole Revisions

QV 3

LAKE

Revisions:

NO.
1

DATE :
06/02/20

2

06/17/20

3

06/30/20

MC 47

PROJ. NO. : C025018K
DATE :	08.04.2020
DESIGNED : MK
CHECKED : JER

ABBREVIATIONS
B/B	BALLED AND BURLAPPED
C.T.	CLEAR TRUNK
OAH	OVERALL HEIGHT
HT.	HEIGHT
SPRD.	SPREAD
O.C.	ON CENTER
GAL.	GALLON
CU. YDS.      CUBIC YARDS
S.F.	SQUARE FEET

PLANT SYMBOL QTY. OF PLANTS

THIS PLAN IS NOT VALID UNLESS S IGN ED , D AT ED & R AISED SE AL AFFIXED OR PERMANENT INK SEAL
SHEET:
ST L1.1

Pine Warbler Place

EXHIBIT C

Landscape Maintenance Scope Sheet

Lakewood Ranch Stewardship District Landscape Maintenance Scope Sheet SRQ Sector; Pine Warbler Place

Section I: Contract Scope	
	Unit $	Per Year$	
Premium Turf:	5,600	SF	$	0.18	$	1,008.00	
on-Premium Turf (mechanical only)	0	SF		$	-	
Beds/Shrubs/Ground Covers:	16,480	SF	$	0.27	$	4,449.60	
Irrigation Zones:	10	LS	$	120.00	$	1,200.00	
Canopy Trees; 8' Clearance:	30	LS	$	25.00	$	750.00	
Accent Trees:	12	LS	$	12.50	$	150.00	
		Total Contract:	$	7,557.60	

Section II: Non-Contract Scope	Unit $	
Canopy Trees; Structural Pruning:	30	LS	$	100.00	
Palm Tree Pruning:	10	LS	$	25.00	
Annuals:	843	LS	$	2.00	
Re-Mulch (at 1" depth):	55	CY	$	50.00	
Irrigation Repair:		PER HOUR	$	65.00	

EXHIBIT D

Form of Change Order

CHANGE ORDER
No.: 	
Project:					 Date of Issuance: 		Effective Date: 	

Owner:		 Owner’s Contract No.: 	
Contractor: 	Engineer: 	

Increase in contract scope

You are requested to make the following changes in the Contract Documents. Description:

Additional landscape maintenance services required.

Reason for Change Order:

Exhibit A contract scope

Attachments:

Change in Contract Price
Original Contract Price

$ 	

Net changes from previous Change Orders No. 	To No.
$ 	

Contract Price prior to this Change Order

$ 	

Net Increase (decrease) of this Change Order
$ 	

Contract Price with all approved Change Orders

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No. 	To No.

days

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order

days

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:

By: 	
Maintenance Manager or Operations Director

By: 	
Stewardship District Board of Supervisors

By: 	
Contractor

Date: 		Date: 		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Agreement between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND IRRIGATION DESIGN ASSOCIATES, INC. FOR IRRIGATION INSTALLTION SERVICES AND MATERIALS (UIHLEIN RD. PH III; 44th AVE TO S.R. 64)

THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of October, 2020, by and between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (the “District”); and

Irrigation Design Associates, Inc. whose address is 6175 Palmer Blvd., Sarasota, Florida, 34240 (the “Contractor”).

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping and irrigation improvements; and

WHEREAS, the District desires to retain an independent contractor to provide irrigation installation services and materials relative to its Uihlein Road Ph.III , Northeast Sector project within the District as described herein and in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and capable of providing the Services and desires to do so in accordance with the terms of this Agreement; and

WHEREAS, the District and Contractor warrant and agree that they have all right, power and authority to enter into and be bound by this Agreement.

NOW, THEREFORE, in consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTION 1. RECITALS. The recitals so stated are true  and  correct  and  by  this  reference are incorporated into and form a material part of this Agreement.

SECTION 2.     DESCRIPTION OF WORK AND SERVICES.

The duties, obligations, and responsibilities of the Contractor are to provide the services, labor and materials necessary for the installation of certain irrigation improvements, including materials and related site preparation, as described herein and in Exhibit A.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement, for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rules, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the written authorization of the District.

The Contractor shall report directly to the District’s Designee who shall be Garrett Hardy. Contractor acknowledges and agrees that the District has the right to request that Contractor’s employees and/or subcontractors who do not behave in a professional manner, in the District’s sole determination, be removed from the Contractor’s team(s) providing the Services to the District.

Contractor shall use all due care to protect the property of the District, its residents and landowners from damage and shall follow and be responsible for the Services set forth in Exhibit A. Contractor agrees to repair any damage resulting from Contractor’s activities and work within twenty-four (24) hours.

In the event that time is lost due to heavy rains (“Rain Days”), the Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the time during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up Rain Days, but shall not provide services on Sundays.

SECTION 3.	DATE OF COMPLETION

B. Contractor shall complete the installation services within Sixty (60) calendar days of the execution of this Agreement, provided however that such completion date may be adjusted to address any delays caused by the District. Contractor shall be allowed additional days for adverse weather days. “Adverse Weather” is defined as the occurrence of one or more of the following conditions within a twenty-four (24) hour day that prevents construction activity exposed to weather conditions or access to the site: (1) precipitation (rain, snow, or ice) in excess of one-half inch (0.50”) liquid measure (“standard baseline”); or (2) sustained wind in excess of twenty-five (25)
m.p.h. Contractor must document such Adverse Weather and notify the District promptly after its occurrence.

C. The Contractor and the District recognize that time is of the essence of this  Agreement and that the District will suffer financial loss if the installation services are not completed within the times specified herein. The District and the Contractor

also recognize the delays, expense, and difficulties involved in providing in a legal proceeding and the actual loss suffered by the District if the installation services are not completed on time. Accordingly, instead of requiring any such proof, the District and the Contractor agree that as liquidated damages for delay (but not as a penalty), the Contractor shall pay the District Five Hundred Dollars ($500) for each day that expires after the time specified herein. Contractor must coordinate its work with others performing work for the District as the District directs. Contractor will work overtime or extra shifts as necessary to meet the timeframes provided for herein.

SECTION 4.	COMPENSATION; TERM

As compensation for completion of the Services described in this Agreement, the District agrees to pay the Contractor One Hundred Fifty Three Thousand Six Hundred Twenty Dollars and Fifty Cents ($153,620.50). Such amount includes all items, materials and labor necessary for the completion of the Services.

If the District should desire additional work or services not provided in Exhibit A,  the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the parties shall agree in writing to a work order, addendum, addenda, or change order to this Agreement as set forth in more detail in Section 5.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workers Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. These invoices are due and payable within thirty (30) days of receipt by the District. Each invoice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTION 5. CHANGE ORDERS. Contractor understands that the Services may  be  reduced, enlarged or otherwise modified in scope. If any additional Services are proposed beyond those identified in this Agreement, Contractor shall perform them but only after receiving a written change order from the District. Contractor shall not perform any service

omitted from the Agreement by deductive change order. Contractor shall cooperate with and assist the District in preparing and determining the scope of any change order. In the event the service represents a unit price set forth in this Agreement, Contractor’s compensation shall be adjusted for the added or deducted services proposed by the change order in accordance with the unit prices established in the Agreement. In the event the unit price for the additional services is not set forth in this Agreement, Contractor’s compensation shall be adjusted for the assessed or deducted services proposed by the change order as reasonably service determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit B.

SECTION 6.  WARRANTY AND COVENANT. The Contractor warrants to the District that  all materials furnished under this Agreement shall be new, and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (1) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2, all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (1) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such warranties is as provided by Florida law unless longer guarantees or warranties are provided for elsewhere in the Agreement (in which case the longer periods of time shall prevail). Contractor shall replace or repair warranted items to the District’s satisfaction and in the District’s discretion. Neither final acceptance of the Services, nor monthly or final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Services. If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement, Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District.

Contractor hereby covenants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal, building and zoning, land use, environmental, public safety, non-discrimination and disability accessibility laws, codes, ordinances, rules and regulations, including, without limitation, all professional registration (both corporate and individual) for all required basic disciplines that it shall perform. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

SECTION 7.	INSURANCE.
Contractor shall, at its own expense, maintain insurance during the performance of its Services under this Agreement, with limits of liability not less than the following:
Workers Compensation	statutory

General Liability
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$1,000,000
Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of at least A-VII.

If the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in which event the Contractor shall pay the cost for that required insurance and shall furnish, upon demand, all information that may be required in connection with the District’s obtaining the required insurance.

SECTION 8. INDEPENDENT CONTRACTOR.  It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship of an independent contractor and not that of an employee, agent, joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state or federal unemployment insurance contributions on Contractor's behalf; iii) Withhold state or federal income tax from payment to Contractor; iv) Make disability insurance contributions on behalf of Contractor; or v) Obtain workers’ compensation insurance on behalf of Contractor. Moreover, Contractor shall provide the District with a completed IRS W-9 form prior to the commencement of the Services.

SECTION   9.	COMPLIANCE   WITH   LAWS,   ORDINANCES   AND   REGULATIONS.	In
performing its obligations under this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances, rules, regulations, and orders of any public or governmental authority having appropriate jurisdiction, including all laws, regulations and rules relating to

immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor observe Contractor’s rules and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees, agents and subcontractors performing its obligations herein and other persons who may be affected, and any material, equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor’s failure to comply with the provisions contained herein.

SECTION 10.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit  or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 11. ENFORCEMENT OF AGREEMENT.  In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 12.  AMENDMENTS.  Amendments to and waivers of the provisions contained  in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 13. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 14. NOTICES. All notices, requests, consents and other communications under this Agreement (“Notices”) shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:	Irrigation Design Associates, Inc.
6175 Palmer Blvd.
Sarasota, Florida 34240

Atten: Laura Raines

If to District:	Lakewood Ranch Stewardship District
12051 Corporate Boulevard
Orlando, Florida 32817 Attn: District Manager

Lakewood Ranch Stewardship District Operations 14400 Covenant Way
Lakewood Ranch, FL 34202 Attn: Operations Manager

With a copy to:	Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day.  If any time for giving Notice contained in this Agreement would otherwise expire on a non- business day, the Notice period shall be extended to the next succeeding business day.  Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliver Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

SECTION 15. ARM’S LENGTH TRANSACTION. This Agreement  has  been  negotiated fully between the District and the Contractor as an arm’s length transaction. Both parties participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, both parties are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against either the District or the Contractor.

SECTION 16. THIRD  PARTY  BENEFICIARIES.  This Agreement  is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to

the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 17. ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.

SECTION 18. APPLICABLE LAW AND VENUE. This Agreement and the provisions contained herein shall be construed, interpreted and controlled according to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTION 19.	INDEMNIFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors, officers, staff, employees, representatives and agents against any claims, damages, liabilities, losses and costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($1,000,000.00). By executing this Agreement, Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, paralegal fees and expert witness fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

SECTION 20.	LIMITATIONS	ON	GOVERNMENTAL	LIABILITY.	Nothing	in	this
Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28, Florida Statutes, or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

SECTION 21.  EFFECTIVE DATE.  This Agreement shall be effective upon the execution of the Agreement by each of the parties hereto and shall remain in effect until the completion of the Services, unless terminated earlier in accordance with the terms of this Agreement.

SECTION 22. TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this

Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement, subject to whatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTION 23. OWNERSHIP OF DOCUMENTS. All rights in and title to all plans, drawings, specifications, ideas, concepts, designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTION 24.  PUBLIC RECORDS.  Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 407-723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 25. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 26. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 27. ENTIRE AGREEMENT. This instrument shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman/Vice Chairman, Board of Supervisors

Witness:	Irrigation Design Associates, Inc.

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Compost Exhibit A:	Construction Plan
Exhibit B:	Irrigation Design Associates, Inc. Proposal (4/19/2019)
Exhibit C:	Form of Change Order

COMPOST EXHIBIT A

Construction Plan

zoysia 4,635 sf

zoysia 3,005 sf

  

zoysia 15,166 sf

  	 	

 	

zoysia 4,571 sf

Bed 805 sf

Bed 461 sf

Bed 1,545 sf

Bed 2,148 sf

Bed 857 sf

zoysia 4,512 sf

SHEET TOTALS:
ZOYSIA: 50,360 sf
BEDS: 6,506 sf BAHIA:

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

5

26

12

13

12

52

160

165

126

184

LLAWM
2018-11-08 14:35:57
--------------------------------------------
zoysia 4,512 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

2 sf

FM

MATCHLINE - C

5 MG

IR

5 MG
3 QV

W

3 QV

3 TAD

3 TAD

MATCHLINE - B

40 IX

7 SP

zoysia 2,457 sf

48 TD

3 TAD

Bed 2,161 sf

30 sf

30 sf

30 sf

3 TAD

MATCHLINE - C

30 sf

30 sf

30 sf

30 sf

30 sf

14 SP

26 ICB

18 TD

26 ICB

165 JP

3 QV

5 MG

FORM SAUCER WITH
3'' CONTINUOUS RIM	3'' MULCH

3 QV

BACKFILL SHALL BE NATIVE SOIL WITH MILORGANITE AND PHC HEALTHY START MACRO TABLETS AS PER MANUF. DIRECTIONS (21 GRAM TABLETS 1 PER 1 GAL, 3 PER 5 GAL, 4 PER
10 GAL & 5 PER 15 GAL). WATER AND TAMP TO REMOVE AIR POCKETS.

18,000

2 X BALL DIAMETER (REQUIRED)

152,500

48 TD

7 SP

MATCHLINE - D

40 IX

zoysia 14,853 sf

zoysia 5,599 sf

zoysia 14,802 sf

Bed 2,167 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

SHEET TOTALS:
ZOYSIA: 56,622 sf
BEDS: 6,850 sf BAHIA:

zoysia 5,040 sf

zoysia 4,507 sf

zoysia 4,930 sf

zoysia 4,442 sf

NOTE: SEE GENERAL NOTES TO DETERMINE IF ADDITIONAL SOIL AMENDMENTS ARE REQUIRED.

30 sf

3 TAD	3 TAD

FM		FM		FM		FM		FM		FM RC	RC	RC	RC	RC	RC

MATCHLINE - E

4 MG

IR	IR	IR	IR

3 QV

5 PS	40 TD

40 IX	40 IX

3 TAD

3 TAD

3 TAD

30 sf

30 sf

30 sf

30 sf

30 sf

W	W	W	W	W	W

MATCHLINE - D

FM		FM		FM		FM		FM		FM		FM		FM		FM		FM RC	RC		RC		RC		RC		RC		RC		RC		RC		RC

MATCHLINE - E

40 IX

7 SP

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

48 TD

5 MG

26 ICB

26 ICB

IR

     IR	IR	IR	IR	IR	IR	

14 SP

3 QV	3 QV

IR	IR	IR

3 QV

1 MG

LANDSCAPE GENERAL NOTES

W	W	W	W	W	W	W	W	W	W	W

LANDSCAPE NOTES ARE ALL INCLUSIVE. ALL QUESTIONS CONCERNING THE LANDSCAPE PLAN, DETAILS, AND SPECIFICATIONS SHALL BE DIRECTED TO THE LANDSCAPE ARCHITECT (941) 746-8664.
PLANT COUNT TOTALS IN THE PLANT MATERIALS LIST ARE FOR THE CONVENIENCE OF THE LANDSCAPE CONTRACTOR. BIDDERS SHALL VERIFY ALL PLANT COUNTS WITH THE SPECIFIED QUANTITIES SHOWN ON THE LANDSCAPE PLAN. THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL MATERIALS DRAWN ON THE PLAN.
REVIEW THE GENERAL NOTES, PLANT MATERIAL LIST, PLANS, DETAILS, AND WRITTEN SPECIFICATIONS (IF PROVIDED). THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR IMPLEMENTING THE LANDSCAPE PLAN AS DRAWN AND DIRECTED BY THE NOTES AND SPECIFICATIONS. CONTACT THE LANDSCAPE ARCHITECT WHEN SIGNIFICANT FIELD CHANGES REQUIRE PLAN REVISION AND BEFORE MAKING MATERIAL SUBSTITUTIONS.
PRIOR TO SUBMITTING THE BID, THE LANDSCAPE CONTRACTOR SHALL VISIT THE SITE TO BECOME FAMILIAR WITH EXISTING CONDITIONS. SEE ENGINEERING (CIVIL) PLANS FOR ADDITIONAL SITE INFORMATION.
ALL PLANTS FURNISHED BY THE LANDSCAPE CONTRACTOR SHALL BE FLORIDA NO. 1 QUALITY OR BETTER IN ACCORDANCE WITH GRADES AND STANDARDS FOR NURSERY PLANTS, STATE OF FLORIDA 2ND EDITION (FEB. 1998 PI# 97T-05). THE OWNER AND/OR LANDSCAPE ARCHITECT SHALL DETERMINE THE ACCEPTABILITY OF ALL PLANT MATERIAL SUPPLIED BY THE LANDSCAPE CONTRACTOR. SPECIMEN MATERIAL SHALL BE APPROVED BEFORE INSTALLATION.

OVERALL (O.A.) HEIGHT

ALL PLANT MATERIAL THAT HAS BEEN FIELD TAGGED BY THE LANDSCAPE ARCHITECT SHALL REMAIN TAGGED UNTIL FINAL ACCEPTANCE OF THE PROJECT. ALL MATERIAL NOT TAGGED BY LANDSCAPE ARCHITECT IS SUBJECT TO REJECTION.  REJECTED PLANT MATERIAL SHALL BE REPLACED AT CONTRACTORS EXPENSE UNTIL ACCEPTABLE MATERIAL  IS PROVIDED.
AT HIS DISCRETION, THE LANDSCAPE ARCHITECT MAY REQUIRE ALL PLANTS TO BE SET IN PLACE AND APPROVED PRIOR TO ANY PLANT INSTALLATION. THE LANDSCAPE CONTRACTOR SHALL CALL TO SCHEDULE THE INSPECTION FOUR (4) WORKING DAYS IN ADVANCE.
STAKE ALL TREES. SEE TREE PLANTING DETAIL.
PROVIDE ARBORGARD+ FLEXIBLE BARK PROTECTORS (MODEL A69-4) AROUND BASE OF TRUNK FOR ALL SINGLE TRUNK TREES FREESTANDING IN SODDED AREAS. THEY ARE AVAILABLE AT ARBORIST SUPPLY HOUSE, INC., (FT. LAUDERDALE, FL: 1-800-749-9528).
ALL TREES SHALL BE PLANTED WITH MYCOR TREE SAVER (3oz PER 1'' CAL.) AND PHC HEALTHY START MACRO TABLETS (21 GRAM - 4 PER 1'' CAL.) - SEE MANUFACTURERS SPECIFICATIONS FOR INSTALLATION METHOD (PLANT HEALTH CARE, INC. 941-751-9455, OR THE TREE HOUSE 941-722-3369).
ALL PALMS SHALL BE PLANTED WITH MYCOR PALM SAVER - SEE MANUFACTURERS SPECIFICATIONS FOR APPLICATION RATE AND INSTALLATION METHOD ( PLANT HEALTH CARE, INC. 1-800-421-9051).
ON NON-IRRIGATED SITES OR AREAS, TREES AND PALMS SHALL ALSO RECEIVE TERRA-SORB HYDRO GEL (PLANT HEALTH CARE INC.) AS PER MANUFACTURER SPECIFICATIONS.

ALL SHRUBS SHALL RECEIVE 1/2 LB. OF MILORGANITE PER FOOT OF HEIGHT; TREES SHALL RECEIVE 5 LBS. PER INCH OF CALIPER; AND GROUNDCOVERS SHALL BE FERTILIZED  AS PER LABEL INSTRUCTIONS. IN ALL INSTANCES FERTILIZER SHALL BE MIXED IN EVENLY WITH BACKFILL MATERIAL.
ALL SHRUBS AND GROUNDCOVER SHALL ALSO RECEIVE PHC HEALTHY START MACRO TABLETS (21 GRAM - 1 PER 1 GAL., 3 PER 5 GAL., 4 PER 10 GAL., AND 5 PER 15 GAL.).
INSTALL AS PER MANUFACTURERS DIRECTIONS.
AMEND BACKFILL OF ALL SHRUBS AND GROUNDCOVERS ONLY WITH 1/3 CLEAN FLORIDA PEAT OR APPROVED PLANTING MIX. MIX ORGANIC SOIL AMENDMENTS THOROUGHLY WITH THE NATIVE SOIL BEFORE BACKFILLING PLANTING PITS.
ONLY PRUNE TREES AND SHRUBS TO REMOVE DEAD OR DAMAGED FOLIAGE - OR TO COMPENSATE FOR ROOT LOSS CAUSED BY TRANSPLANTING.  MAKE CERTAIN TO RETAIN   THE PLANT MATERIAL'S NATURAL FORM WHEN PRUNING. NEVER CUT THE CENTRAL GROWTH LEADER OF A TREE, OR INSTALL ANY TREE THAT HAS HAD THE CENTRAL GROWTH LEADER CUT. ALL TREES SHALL BE TRIMMED FOR CLEAR TRUNK UNLESS OTHERWISE SPECIFIED.
WHERE PLANTING AREAS ABUT PAVEMENT, FINISHED SOIL LEVEL SHALL BE THREE INCHES (3") BELOW TOP OF PAVEMENT.
ALL PLANTING AREAS SHALL RECEIVE MULCH AT THE RATE OF 1 CUBIC YARD PER 110 SF. OF AREA (THIS EQUALS A 3'' MULCH DEPTH) - UNLESS OTHERWISE NOTED. SEE PLANT MATERIALS LIST FOR SPECIFICATIONS.

FINISH GRADE

3'' HIGH SOIL

CLEAR TRUNK (C.T.)
CLEAR OR GRAY WOOD

3'' MULCH

IF BURLAP IS PRESENT ROLL TO 1/3 OF FABRIC INTO PIT.
ROOTBALL SHALL BE AT SAME GRADE AS IT'S ORIGINAL SETTING AND PLUMB.
FRONDS SHALL BE TIED UP FOR PROTECTION OF BUDS. LARGE DATE PALMS AND ALL FAN PALMS  SHALL  REMAIN TIED FOR 1 MONTH MINIMUM. PALMS WITH DAMAGED BUDS WILL NOT BE ACCEPTED.
TRUNK SHALL BE FREE OF SCARS, BURNS, HOLES, ETC.
ROOTBALL SHALL HAVE 16'' MINIMUM RADIUS FROM TRUNK.
INSTALL 4' DIAMETER MULCH RING AROUND ALL PALMS IN SOD AREAS.

60
STAKING DIRECTIONS:
(3) 2''x4''x8" BRACES 120 APART NAILED TO
(3) 2''x4''x12'' SEATS WIRE-BANDED OVER 5 LAYERS OF BURLAP WRAP (1) 2''x4''x30'' STAKE EACH.

	

	

zoysia 10,111 sf

SHEET TOTALS:
ZOYSIA: 45,500 sf
BEDS: 4,555 sf BAHIA:

Bed 861 sf

Bed 2,170 sf

zoysia 2,272 sf

zoysia 4,926 sf

zoysia 14,876 sf

zoysia 5,916 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

zoysia 2,272 sf

zoysia 4,987 sf

KEEP MULCH SIX INCHES (6") BACK FROM ALL TREE TRUNKS.
SOD SHALL BE INSTALLED WITH TIGHT JOINTS, ROLLED AND FERTILIZED AT TIME OF INSTALLATION. ALL SOD SHALL BE FREE OF NUISANCE SPECIES, INVASIVE AND EXOTIC WEEDS OR THEIR SEED.
ALL REQUIRED MATERIAL SHALL BE THE RESPONSIBILITY OF THE LANDSCAPE CONTRACTOR UNTIL FINAL PROJECT ACCEPTANCE, BUT NO LESS THAN A PERIOD OF THIRTY (30) DAYS. RELOCATED MATERIALS AND OWNER SUPPLIED MATERIALS ARE EXEMPT.
AFTER THE PROJECT IS ACCEPTED, THE LANDSCAPE CONTRACTOR SHALL SUPPLY THE OWNER WITH A TWELVE (12) MONTH WARRANTY COVERING THE PLANT MATERIAL (ENSURING PLANT HEALTH AND SATISFACTORY GROWTH) AND A COMPLETE MAINTENANCE PROGRAM TO BE FOLLOWED DURING AND AFTER THE WARRANTY PERIOD. DURING THE WARRANTY PERIOD THE LANDSCAPE CONTRACTOR WILL NOT BE HELD RESPONSIBLE FOR THEFT, VANDALISM, OR UNUSUAL ACTS OF GOD.
THE LANDSCAPE CONTRACTOR IS ADVISED TO CALL SUNSHINE STATE ONE (1-800-432-4770) TO FIELD LOCATE EXISTING UTILITIES AND SECURE A PERMIT NUMBER PRIOR TO BEGINNING WORK. USE DUE CAUTION AROUND THE UTILITIES. THE LANDSCAPE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR ANY DAMAGE DONE TO EXISTING UTILITIES.
LANDSCAPE CONTRACTOR SHALL COORDINATE WITH IRRIGATION CONTRACTOR.
THERE SHALL BE 3' MINIMUM CLEARANCE FROM LANDSCAPE PLANTS TO THE EDGE OF THE METERS LESS THAN 3" AND 10' FOR METERS 3" AND LARGER.
THERE SHALL BE 7.5' MINIMUM CLEARANCE FROM THE FRONT AND BOTH SIDES AND 4' FROM THE BACK FOR ALL FIRE HYDRANTS.
NO TREES SHALL BE PLANTED WITHIN 10' OF ANY COUNTY MAINTAINED WATER OR SEWER MAIN.

SAUCER

6'' CROWN
2 x BALL DIA. EXISTING SUBGRADE

BACKFILL SHALL BE NATIVE SOIL AMENDED WITH MYCOR PALM SAVER AND SAND, IF REQUIRED, FOR DRAINAGE. WATER AND TAMP TO REMOVE AIR POCKETS

EXHIBIT B:

Irrigation Design Associates Proposal

6175 Palmer Boulevard
Sarasota, Florida 34240
Phone: (941) 927-1279 Fax: (941) 925-8987	PROPOSAL	
	Job:	9130 - UIHLIEN RD NORTH
Quote Date:	04/19/2019	
Quoted To:	Job Name:	
LAKEWOOD RANCH STEWARDSHIP DIS	UIHLIEN RD NORTH	
14400 COVENANT WAY		
BRADENTON FL 34202		
Good Thru:	Payment Terms:		Estimator:	
One Month From Quote Date	Net 30 Days	0		

QUOTATION

Quantity	Description	Unit	Ext Price	
	
**************************************************			
	*****IRRIGATION DISTRIBUTION SYSTEM QUOTE BASED ON IRR PLAN PLANS BY ICDS			
	PGS IR1-IR4 DATED 06/02/18 TO BE AS FOLLOWS********			

1.00	************************************************** HUNTER ACC-99D	
EA		
1.00	IMMS SET UP	EA		
42.00	ICD 100 DECODER	EA		
6.00	GROUND RODS	EA		
1.00	GROUND PLATE FOR TIMER	EA		
1.00	SURGE ARRESTOR 120V	EA		
1.00	SURGE ARRESTOR 2 WIRE	EA		
1,698.00	HUNTER PROS-6'' POP UP	EA		
877.00	MAXI-JET ASSEMBLY	EA		
42.00	HUNTER ICV-201 2'' VALVE	EA		
7.00	RAINBIRD 2'' DISC FILTER	EA		
192.00	HUNTER PCB-50 BUBBLER	EA		
6,375.00	MAXI-JET/BUBBLER LATERAL PIPE	FT		
900.00	2'' RG CL 200 MAINLINE	FT		
7,575.00	2 WIRE IN CONDUIT	FT		
6.00	2'' GATE VALVES	EA		
6.00	POINT OF CONNECTION	EA		
30.00	LAKE TREE MAXI'S	EA		
910.00	LATER TREE 1'' POLY	FT		

Quote Total:	153,620.50	
	
Notes:

QUOTATION

PROPOSAL

04/19/19

Continued	Page #	2 of 2

Quantity	Description	Unit	Ext Price

* Irrigation Design Associates warrants that all work will be free from defects of materials and workmanship for a period of (1) year from date of substantial completion.
*Water source,water meter,backflow and certification by others, unless otherwise stated.
*Water quality of well is not guaranteed. Any water quality treatment needed including, but not limited to, sand separator or rust elimination would be an additional fee added to the contract.
*Electric power supply by others. If temporary power is needed, SVC battery operated controllers will be installed at an additional fee added to the contract.
*Any permitting costs required would be an additional fee added to the contract.
*Terms of payment are as follows: Invoices should be paid in 30 days. Any unpaid invoices will result in interest being added at a rate of 18% annually.
*Any job requiring C67160 insurance certificate for waiver of subrogation or additionally insured will need to be quoted per job and may require additional costs.

Accepted By: 	Date:  	

EXHIBIT C:

Form of Change Order

CHANGE ORDER
No.: 	
Project:					 Date of Issuance: 		Effective Date: 	

Owner:		 Owner’s Contract No.: 	
Contractor: 	Engineer: 	

Increase in contract scope

You are requested to make the following changes in the Contract Documents. Description:

Additional landscape maintenance services required.

Reason for Change Order:

Exhibit A contract scope

Attachments:

Change in Contract Price
Original Contract Price

$ 	

Net changes from previous Change Orders No. 	To No.
$ 	

Contract Price prior to this Change Order

$ 	

Net Increase (decrease) of this Change Order
$ 	

Contract Price with all approved Change Orders

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No. 	To No.

days

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order

days

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:

By: 	
Maintenance Manager or Operations Director

By: 	
Stewardship District Board of Supervisors

By: 	
Contractor

Date: 		Date: 		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Agreement between the District and SMR Farms, LLC. for Landscape Installation Services and Materials

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND SMR FARMS, LLC. FOR LANDSCAPE INSTALLTION SERVICES AND MATERIALS UIHLEIN ROAD PH. III; 44TH AVE E TO S.R. 64

THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of October 2020, by and between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (the “District”); and

SMR Farms, LLC. whose address is 14400 Covenant Way Lakewood Ranch, FL 34202 (the “Contractor”).

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping improvements; and

WHEREAS, the District desires to retain an independent contractor to provide landscape installation services and materials relative to its Uihlein Road Ph. III (44th Ave E to S.R. 64) project within the District as described herein and in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and capable of providing the Services and desires to do so in accordance with the terms of this Agreement; and

WHEREAS, the District and Contractor warrant and agree that they have all right, power and authority to enter into and be bound by this Agreement.

NOW, THEREFORE, in consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTION 1. RECITALS. The recitals so stated are true and correct and by this reference are incorporated into and form a material part of this Agreement.

SECTION 2. DESCRIPTION OF WORK AND SERVICES.

The duties, obligations, and responsibilities of the Contractor are to provide the services, labor and materials necessary for the installation of certain landscape improvements, including materials and related site preparation, as described herein and in Exhibit A.

improvements, including materials and related site preparation, as described herein and in Exhibit A.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement, for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rules, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the written authorization of the District.

The Contractor shall report directly to the District’s Designee who shall be Garrett Hardy. Contractor acknowledges and agrees that the District has the right to request that Contractor’s employees and/or subcontractors who do not behave in a professional manner, in the District’s sole determination, be removed from the Contractor’s team(s) providing the Services to the District.

Contractor shall use all due care to protect the property of the District, its residents and landowners from damage and shall follow and be responsible for the Services set forth in Exhibit A. Contractor agrees to repair any damage resulting from Contractor’s activities and work within twenty-four (24) hours.

In the event that time is lost due to heavy rains (“Rain Days”), the Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the time during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up Rain Days, but shall not provide services on Sundays.

SECTION 3.	DATE OF COMPLETION

B. Contractor shall complete the installation services within Sixty (60) calendar days of the execution of this Agreement, provided however that such completion date may be adjusted to address any delays caused by the District. Contractor shall be allowed additional days for adverse weather days. “Adverse Weather” is defined as the occurrence of one or more of the following conditions within a twenty-four (24) hour day that prevents construction activity exposed to weather conditions or access to the site: (1) precipitation (rain, snow, or ice) in excess of one-half inch (0.50”) liquid measure (“standard baseline”); or (2) sustained wind in excess of twenty-five (25)
m.p.h. Contractor must document such Adverse Weather and notify the District promptly after its occurrence.

C. The Contractor and the District recognize that time is of the essence of this  Agreement and that the District will suffer financial loss if the installation services  are not completed within the times specified herein. The District and the Contractor also recognize the delays, expense, and difficulties involved in providing in a legal proceeding and the actual loss suffered by the District if the installation services are not completed on time. Accordingly, instead of requiring any such proof, the District and the Contractor agree that as liquidated damages for delay (but not as a penalty), the Contractor shall pay the District Five Hundred Dollars ($500) for each day that expires after the time specified herein. Contractor must coordinate its work with others performing work for the District as the District directs. Contractor will work overtime or extra shifts as necessary to meet the timeframes provided for herein.

SECTION 4.	COMPENSATION; TERM

As compensation for completion of the Services described in this Agreement, the District agrees to pay the Contractor Two Hundred Seventy Two Thousand Seventy Seven Dollars and Zero Cents ($272,077.00) Such amount includes all items, materials and labor necessary for the completion of the Services.

If the District should desire additional work or services not provided in Exhibit A,  the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the parties shall agree in writing to a work order, addendum, addenda, or change order to this Agreement as set forth in more detail in Section 5.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workers Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. These invoices are due and payable within thirty (30) days of receipt by the District. Each invoice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTION 5. CHANGE ORDERS. Contractor understands that the Services may  be  reduced, enlarged or otherwise modified in scope. If any additional Services are proposed beyond those identified in this Agreement, Contractor shall perform them but only after receiving a written change order from the District. Contractor shall not perform any service omitted from the Agreement by deductive change order. Contractor shall cooperate with and assist the District in preparing and determining the scope of any change order. In the event the service represents a unit price set forth in this Agreement, Contractor’s compensation shall be adjusted for the added or deducted services proposed by the change order in accordance with the unit prices established in the Agreement. In the event the unit price for the additional services is not set forth in this Agreement, Contractor’s compensation shall be adjusted for the added or deducted services proposed by the change order as reasonably determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit B.

SECTION 6.  WARRANTY AND COVENANT. The Contractor warrants to the District that  all materials furnished under this Agreement shall be new, and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (1) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2, all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (1) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such warranties is as provided by Florida law unless longer guarantees or warranties are provided for elsewhere in the Agreement (in which case the longer periods of time shall prevail). Contractor shall replace or repair warranted items to the District’s satisfaction and in the District’s discretion. Neither final acceptance of the Services, nor monthly or final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Services. If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement, Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District.

Contractor hereby covenants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal, building and zoning, land use, environmental, public safety, non-discrimination and disability accessibility laws, codes, ordinances, rules and regulations, including, without limitation, all professional registration (both corporate and individual) for all required basic disciplines that it shall perform. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

SECTION 7.	INSURANCE.

Contractor shall, at its own expense, maintain insurance during the performance of its Services under this Agreement, with limits of liability not less than the following:
Workers Compensation	statutory General Liability
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$1,000,000
Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of at least A-VII.

If the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in which event the Contractor shall pay the cost for that required insurance and shall furnish, upon demand, all information that may be required in connection with the District’s obtaining the required insurance.

SECTION 8. INDEPENDENT CONTRACTOR.  It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship of an independent contractor and not that of an employee, agent, joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state or federal unemployment insurance contributions on Contractor's behalf; iii) Withhold state or federal income tax from payment to Contractor; iv) Make disability insurance contributions on behalf of Contractor; or v) Obtain workers’ compensation insurance on behalf of Contractor. Moreover, Contractor shall provide the District with a completed IRS W-9 form prior to the commencement of the Services.

SECTION   9.	COMPLIANCE   WITH   LAWS,   ORDINANCES   AND   REGULATIONS.	In
performing its obligations under this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances, rules, regulations, and orders of any public or governmental authority having appropriate jurisdiction, including all laws, regulations and rules relating to immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor’s employees, agents, subcontractors or anyone directly or indirectly employed by Contractor observe Contractor’s rules and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees, agents and subcontractors performing its obligations herein and other persons who may be affected, and any material, equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor’s failure to comply with the provisions contained herein.

SECTION 10.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit  or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 11. ENFORCEMENT OF AGREEMENT.  In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 12.  AMENDMENTS.  Amendments to and waivers of the provisions contained  in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 13. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 14. NOTICES. All notices, requests, consents and other communications under this Agreement (“Notices”) shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:	SMR Farms, LLC.

Attn: Dale Crosby

14400 Covenant Way Lakewood Ranch, FL 34202
Attn: Michelle Gray
If to District:	Lakewood Ranch Stewardship District
12051 Corporate Boulevard
Orlando, Florida 32817 Attn: District Manager

With a copy to:	Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

With a copy to:	Lakewood Ranch Stewardship District Operations
14400 Covenant Way Lakewood Ranch, FL 34202 Attn: Operations Manager

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non- business day, the Notice period shall be extended to the next succeeding business day.  Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliver Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

SECTION 15. ARM’S LENGTH TRANSACTION. This Agreement  has  been  negotiated fully between the District and the Contractor as an arm’s length transaction. Both parties participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, both parties are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against either the District or the Contractor.

SECTION 16. THIRD  PARTY  BENEFICIARIES.  This Agreement  is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 17. ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.

SECTION 18. APPLICABLE LAW AND VENUE. This Agreement and the provisions contained herein shall be construed, interpreted and controlled according to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTION 19.	INDEMNIFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors, officers, staff, employees, representatives and agents against any claims, damages, liabilities, losses and costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($1,000,000.00). By executing this Agreement, Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, paralegal fees and expert witness fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

SECTION 20.	LIMITATIONS	ON	GOVERNMENTAL	LIABILITY.	Nothing	in	this
Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28, Florida Statutes, or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

SECTION 21.  EFFECTIVE DATE.  This Agreement shall be effective upon the execution of the Agreement by each of the parties hereto and shall remain in effect until the completion of the Services, unless terminated earlier in accordance with the terms of this Agreement.

SECTION 22. TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement, subject to whatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTION 23. OWNERSHIP OF DOCUMENTS. All rights in and title to all plans, drawings, specifications, ideas, concepts, designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTION 24.  PUBLIC RECORDS.  Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC

RECORDS AT (407)-723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 25. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 26. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 27. ENTIRE AGREEMENT. This instrument shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman/Vice Chairman, Board of Supervisors

Witness:	 	SMR Farms, LLC.	

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Landscape Scope Sheet

Exhibit A:	Landscape Construction Scope Sheet
Exhibit B:	Landscape Site Plan
Exhibit C:	Form of Change Order

Exhibit A

Landscape Scope Sheet

Landscape Construction Scope Sheet

Lakewo? Ranch.Stewardship District PrQJeqt: Uihlein Road Ph. UI:. 44th Ave to S.R,. 64 SMR Farms Landscape Construction Scope Sheet RFP

ontract Job: Yes	
   Billing:   LWRSO	

10

PS

Sylvester Date Palm Live 0flk SabaliPalm

Dwf. f:3µffofdHollv Rei:i·raiwan.Owarflxora
.Parson's Junioer .
Var; Confed reate Jasmine
Mulch

Phoenix Svlvestris QuercusVirginiana Sl3batPaltnet,to
Magnoll Gram;liflora DO Blarlohard
llex Comuta thvarfBufford'
lxoraPetite Joniperus Chlnesis Parsonli

12-14' Ht.CT, FG; matching

$ 1,500.00 $

89
38
39
208
360
660
694
164
"152,500

SP MG TAD
ICB
JX JP TJV CY
Sf

775;00· $
550:00 $
12.00 $
12.00 $

3Gal., 1&"O,A., 3''0,G;.,

$

Plne Bark
Empire .zovsJa

12:00 '.$
32.00 $

Clean and Weed Free

$

1s,ooo;oo
'43,200.00
43.1135,00

21.450.00
2,496.00
4,320,Q0
7,920:00.
8/328.00
5.,248;00
tit,500;00

ALL TOTAL:

272,077.00

ForLW SD:

G ,ttet{Hardy
M.aiiiteh!inoe Man;ager

(3:\E. <::el Fl!e$\ln lal( Cprilracl Jobs\QUQTE \Jlli.llliti.Rd... Ph. Ill 9,22-20:xls.K
.SMRFatms

EXHIBIT B

Landscape Site Plan

zoysia 4,635 sf

zoysia 3,005 sf

  

zoysia 15,166 sf

  	 	

 	

zoysia 4,571 sf

Bed 805 sf

Bed 461 sf

Bed 1,545 sf

Bed 2,148 sf

Bed 857 sf

zoysia 4,512 sf

SHEET TOTALS:
ZOYSIA: 50,360 sf
BEDS: 6,506 sf BAHIA:

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

5

26

12

13

12

52

160

165

126

184

LLAWM
2018-11-08 14:35:57
--------------------------------------------
zoysia 4,512 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

2 sf

FM

MATCHLINE - C

5 MG

IR

5 MG
3 QV

W

3 QV

3 TAD

3 TAD

MATCHLINE - B

40 IX

7 SP

zoysia 2,457 sf

48 TD

3 TAD

Bed 2,161 sf

30 sf

30 sf

30 sf

3 TAD

MATCHLINE - C

30 sf

30 sf

30 sf

30 sf

30 sf

14 SP

26 ICB

18 TD

26 ICB

165 JP

3 QV

5 MG

FORM SAUCER WITH
3'' CONTINUOUS RIM	3'' MULCH

3 QV

BACKFILL SHALL BE NATIVE SOIL WITH MILORGANITE AND PHC HEALTHY START MACRO TABLETS AS PER MANUF. DIRECTIONS (21 GRAM TABLETS 1 PER 1 GAL, 3 PER 5 GAL, 4 PER
10 GAL & 5 PER 15 GAL). WATER AND TAMP TO REMOVE AIR POCKETS.

18,000

2 X BALL DIAMETER (REQUIRED)

152,500

48 TD

7 SP

MATCHLINE - D

40 IX

zoysia 14,853 sf

zoysia 5,599 sf

zoysia 14,802 sf

Bed 2,167 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

SHEET TOTALS:
ZOYSIA: 56,622 sf
BEDS: 6,850 sf BAHIA:

zoysia 5,040 sf

zoysia 4,507 sf

zoysia 4,930 sf

zoysia 4,442 sf

NOTE: SEE GENERAL NOTES TO DETERMINE IF ADDITIONAL SOIL AMENDMENTS ARE REQUIRED.

30 sf

3 TAD	3 TAD

FM		FM		FM		FM		FM		FM RC	RC	RC	RC	RC	RC

MATCHLINE - E

4 MG

IR	IR	IR	IR

3 QV

5 PS	40 TD

40 IX	40 IX

3 TAD

3 TAD

3 TAD

30 sf

30 sf

30 sf

30 sf

30 sf

W	W	W	W	W	W

MATCHLINE - D

FM		FM		FM		FM		FM		FM		FM		FM		FM		FM RC	RC		RC		RC		RC		RC		RC		RC		RC		RC

MATCHLINE - E

40 IX

7 SP

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

48 TD

5 MG

26 ICB

26 ICB

IR

     IR	IR	IR	IR	IR	IR	

14 SP

3 QV	3 QV

IR	IR	IR

3 QV

1 MG

LANDSCAPE GENERAL NOTES

W	W	W	W	W	W	W	W	W	W	W

LANDSCAPE NOTES ARE ALL INCLUSIVE. ALL QUESTIONS CONCERNING THE LANDSCAPE PLAN, DETAILS, AND SPECIFICATIONS SHALL BE DIRECTED TO THE LANDSCAPE ARCHITECT (941) 746-8664.
PLANT COUNT TOTALS IN THE PLANT MATERIALS LIST ARE FOR THE CONVENIENCE OF THE LANDSCAPE CONTRACTOR. BIDDERS SHALL VERIFY ALL PLANT COUNTS WITH THE SPECIFIED QUANTITIES SHOWN ON THE LANDSCAPE PLAN. THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL MATERIALS DRAWN ON THE PLAN.
REVIEW THE GENERAL NOTES, PLANT MATERIAL LIST, PLANS, DETAILS, AND WRITTEN SPECIFICATIONS (IF PROVIDED). THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR IMPLEMENTING THE LANDSCAPE PLAN AS DRAWN AND DIRECTED BY THE NOTES AND SPECIFICATIONS. CONTACT THE LANDSCAPE ARCHITECT WHEN SIGNIFICANT FIELD CHANGES REQUIRE PLAN REVISION AND BEFORE MAKING MATERIAL SUBSTITUTIONS.
PRIOR TO SUBMITTING THE BID, THE LANDSCAPE CONTRACTOR SHALL VISIT THE SITE TO BECOME FAMILIAR WITH EXISTING CONDITIONS. SEE ENGINEERING (CIVIL) PLANS FOR ADDITIONAL SITE INFORMATION.
ALL PLANTS FURNISHED BY THE LANDSCAPE CONTRACTOR SHALL BE FLORIDA NO. 1 QUALITY OR BETTER IN ACCORDANCE WITH GRADES AND STANDARDS FOR NURSERY PLANTS, STATE OF FLORIDA 2ND EDITION (FEB. 1998 PI# 97T-05). THE OWNER AND/OR LANDSCAPE ARCHITECT SHALL DETERMINE THE ACCEPTABILITY OF ALL PLANT MATERIAL SUPPLIED BY THE LANDSCAPE CONTRACTOR. SPECIMEN MATERIAL SHALL BE APPROVED BEFORE INSTALLATION.

OVERALL (O.A.) HEIGHT

ALL PLANT MATERIAL THAT HAS BEEN FIELD TAGGED BY THE LANDSCAPE ARCHITECT SHALL REMAIN TAGGED UNTIL FINAL ACCEPTANCE OF THE PROJECT. ALL MATERIAL NOT TAGGED BY LANDSCAPE ARCHITECT IS SUBJECT TO REJECTION.  REJECTED PLANT MATERIAL SHALL BE REPLACED AT CONTRACTORS EXPENSE UNTIL ACCEPTABLE MATERIAL  IS PROVIDED.
AT HIS DISCRETION, THE LANDSCAPE ARCHITECT MAY REQUIRE ALL PLANTS TO BE SET IN PLACE AND APPROVED PRIOR TO ANY PLANT INSTALLATION. THE LANDSCAPE CONTRACTOR SHALL CALL TO SCHEDULE THE INSPECTION FOUR (4) WORKING DAYS IN ADVANCE.
STAKE ALL TREES. SEE TREE PLANTING DETAIL.
PROVIDE ARBORGARD+ FLEXIBLE BARK PROTECTORS (MODEL A69-4) AROUND BASE OF TRUNK FOR ALL SINGLE TRUNK TREES FREESTANDING IN SODDED AREAS. THEY ARE AVAILABLE AT ARBORIST SUPPLY HOUSE, INC., (FT. LAUDERDALE, FL: 1-800-749-9528).
ALL TREES SHALL BE PLANTED WITH MYCOR TREE SAVER (3oz PER 1'' CAL.) AND PHC HEALTHY START MACRO TABLETS (21 GRAM - 4 PER 1'' CAL.) - SEE MANUFACTURERS SPECIFICATIONS FOR INSTALLATION METHOD (PLANT HEALTH CARE, INC. 941-751-9455, OR THE TREE HOUSE 941-722-3369).
ALL PALMS SHALL BE PLANTED WITH MYCOR PALM SAVER - SEE MANUFACTURERS SPECIFICATIONS FOR APPLICATION RATE AND INSTALLATION METHOD ( PLANT HEALTH CARE, INC. 1-800-421-9051).
ON NON-IRRIGATED SITES OR AREAS, TREES AND PALMS SHALL ALSO RECEIVE TERRA-SORB HYDRO GEL (PLANT HEALTH CARE INC.) AS PER MANUFACTURER SPECIFICATIONS.

ALL SHRUBS SHALL RECEIVE 1/2 LB. OF MILORGANITE PER FOOT OF HEIGHT; TREES SHALL RECEIVE 5 LBS. PER INCH OF CALIPER; AND GROUNDCOVERS SHALL BE FERTILIZED  AS PER LABEL INSTRUCTIONS. IN ALL INSTANCES FERTILIZER SHALL BE MIXED IN EVENLY WITH BACKFILL MATERIAL.
ALL SHRUBS AND GROUNDCOVER SHALL ALSO RECEIVE PHC HEALTHY START MACRO TABLETS (21 GRAM - 1 PER 1 GAL., 3 PER 5 GAL., 4 PER 10 GAL., AND 5 PER 15 GAL.).
INSTALL AS PER MANUFACTURERS DIRECTIONS.
AMEND BACKFILL OF ALL SHRUBS AND GROUNDCOVERS ONLY WITH 1/3 CLEAN FLORIDA PEAT OR APPROVED PLANTING MIX. MIX ORGANIC SOIL AMENDMENTS THOROUGHLY WITH THE NATIVE SOIL BEFORE BACKFILLING PLANTING PITS.
ONLY PRUNE TREES AND SHRUBS TO REMOVE DEAD OR DAMAGED FOLIAGE - OR TO COMPENSATE FOR ROOT LOSS CAUSED BY TRANSPLANTING.  MAKE CERTAIN TO RETAIN   THE PLANT MATERIAL'S NATURAL FORM WHEN PRUNING. NEVER CUT THE CENTRAL GROWTH LEADER OF A TREE, OR INSTALL ANY TREE THAT HAS HAD THE CENTRAL GROWTH LEADER CUT. ALL TREES SHALL BE TRIMMED FOR CLEAR TRUNK UNLESS OTHERWISE SPECIFIED.
WHERE PLANTING AREAS ABUT PAVEMENT, FINISHED SOIL LEVEL SHALL BE THREE INCHES (3") BELOW TOP OF PAVEMENT.
ALL PLANTING AREAS SHALL RECEIVE MULCH AT THE RATE OF 1 CUBIC YARD PER 110 SF. OF AREA (THIS EQUALS A 3'' MULCH DEPTH) - UNLESS OTHERWISE NOTED. SEE PLANT MATERIALS LIST FOR SPECIFICATIONS.

FINISH GRADE

3'' HIGH SOIL

CLEAR TRUNK (C.T.)
CLEAR OR GRAY WOOD

3'' MULCH

IF BURLAP IS PRESENT ROLL TO 1/3 OF FABRIC INTO PIT.
ROOTBALL SHALL BE AT SAME GRADE AS IT'S ORIGINAL SETTING AND PLUMB.
FRONDS SHALL BE TIED UP FOR PROTECTION OF BUDS. LARGE DATE PALMS AND ALL FAN PALMS  SHALL  REMAIN TIED FOR 1 MONTH MINIMUM. PALMS WITH DAMAGED BUDS WILL NOT BE ACCEPTED.
TRUNK SHALL BE FREE OF SCARS, BURNS, HOLES, ETC.
ROOTBALL SHALL HAVE 16'' MINIMUM RADIUS FROM TRUNK.
INSTALL 4' DIAMETER MULCH RING AROUND ALL PALMS IN SOD AREAS.

60
STAKING DIRECTIONS:
(3) 2''x4''x8" BRACES 120 APART NAILED TO
(3) 2''x4''x12'' SEATS WIRE-BANDED OVER 5 LAYERS OF BURLAP WRAP (1) 2''x4''x30'' STAKE EACH.

	

	

zoysia 10,111 sf

SHEET TOTALS:
ZOYSIA: 45,500 sf
BEDS: 4,555 sf BAHIA:

Bed 861 sf

Bed 2,170 sf

zoysia 2,272 sf

zoysia 4,926 sf

zoysia 14,876 sf

zoysia 5,916 sf

30 sf

30 sf

30 sf

30 sf

30 sf

30 sf

zoysia 2,272 sf

zoysia 4,987 sf

KEEP MULCH SIX INCHES (6") BACK FROM ALL TREE TRUNKS.
SOD SHALL BE INSTALLED WITH TIGHT JOINTS, ROLLED AND FERTILIZED AT TIME OF INSTALLATION. ALL SOD SHALL BE FREE OF NUISANCE SPECIES, INVASIVE AND EXOTIC WEEDS OR THEIR SEED.
ALL REQUIRED MATERIAL SHALL BE THE RESPONSIBILITY OF THE LANDSCAPE CONTRACTOR UNTIL FINAL PROJECT ACCEPTANCE, BUT NO LESS THAN A PERIOD OF THIRTY (30) DAYS. RELOCATED MATERIALS AND OWNER SUPPLIED MATERIALS ARE EXEMPT.
AFTER THE PROJECT IS ACCEPTED, THE LANDSCAPE CONTRACTOR SHALL SUPPLY THE OWNER WITH A TWELVE (12) MONTH WARRANTY COVERING THE PLANT MATERIAL (ENSURING PLANT HEALTH AND SATISFACTORY GROWTH) AND A COMPLETE MAINTENANCE PROGRAM TO BE FOLLOWED DURING AND AFTER THE WARRANTY PERIOD. DURING THE WARRANTY PERIOD THE LANDSCAPE CONTRACTOR WILL NOT BE HELD RESPONSIBLE FOR THEFT, VANDALISM, OR UNUSUAL ACTS OF GOD.
THE LANDSCAPE CONTRACTOR IS ADVISED TO CALL SUNSHINE STATE ONE (1-800-432-4770) TO FIELD LOCATE EXISTING UTILITIES AND SECURE A PERMIT NUMBER PRIOR TO BEGINNING WORK. USE DUE CAUTION AROUND THE UTILITIES. THE LANDSCAPE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR ANY DAMAGE DONE TO EXISTING UTILITIES.
LANDSCAPE CONTRACTOR SHALL COORDINATE WITH IRRIGATION CONTRACTOR.
THERE SHALL BE 3' MINIMUM CLEARANCE FROM LANDSCAPE PLANTS TO THE EDGE OF THE METERS LESS THAN 3" AND 10' FOR METERS 3" AND LARGER.
THERE SHALL BE 7.5' MINIMUM CLEARANCE FROM THE FRONT AND BOTH SIDES AND 4' FROM THE BACK FOR ALL FIRE HYDRANTS.
NO TREES SHALL BE PLANTED WITHIN 10' OF ANY COUNTY MAINTAINED WATER OR SEWER MAIN.

SAUCER

6'' CROWN
2 x BALL DIA. EXISTING SUBGRADE

BACKFILL SHALL BE NATIVE SOIL AMENDED WITH MYCOR PALM SAVER AND SAND, IF REQUIRED, FOR DRAINAGE. WATER AND TAMP TO REMOVE AIR POCKETS

EXHIBIT C

Form of Change Order

CHANGE ORDER
No.: 	
Project:					 Date of Issuance: 		Effective Date: 	

Owner:		 Owner’s Contract No.: 	
Contractor: 	Engineer: 	

Increase in contract scope

You are requested to make the following changes in the Contract Documents. Description:

Additional landscape maintenance services required.

Reason for Change Order:

Exhibit A contract scope

Attachments:

Change in Contract Price
Original Contract Price

$ 	

Net changes from previous Change Orders No. 	To No.
$ 	

Contract Price prior to this Change Order

$ 	

Net Increase (decrease) of this Change Order
$ 	

Contract Price with all approved Change Orders

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No. 	To No.

days

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order

days

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:

By: 	
Maintenance Manager or Operations Director

By: 	
Stewardship District Board of Supervisors

By: 	
Contractor

Date: 		Date: 		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Draw Requests

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Compilation Report

Lakewood Ranch Stewardship District
Statement of Financial Position As of 8/31/2020

Current Month	Prior Month	Variance

Assets

Current Assets
Cash-Operating Account Utilities Deposits
Total Current Assets

$427,973.66
700.00

$428,673.66

$88,300.76
700.00
$89,000.76

$339,672.90
0.00

$339,672.90

Total Assets	$428,673.66		$89,000.76		$339,672.90	

Liabilities and Net Assets					
Current Liabilities
Accounts Payable	
$201,912.62		
$39,787.55		
$162,125.07	
Total Current Liabilities	$201,912.62		$39,787.55		$162,125.07	
Total Liabilities	$201,912.62		$39,787.55		$162,125.07	

Net Assets

Retained Earnings - Prior Year	$17,716.01		$17,716.01		$0.00	
Surplus (Deficit) for the Period	209,045.03		31,497.20		177,547.83	
Total Net Assets	$226,761.04		$49,213.21		$177,547.83	
						
Total Liabilities and Net Assets	$428,673.66		$89,000.76		$339,672.90	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis For the Eleven Months Ended August 31, 2020

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

SOURCES OF FUNDS							
$641,172 Assessments - NE	$0		$53,431		-$53,431		$966,839		$587,741		$379,098	
1,852,414 Assessments - NW	0		154,368		-154,368		1,709,407		1,698,046		11,361	
1,611,033 Assessments - SE	0		134,253		-134,253		1,512,616		1,476,780		35,836	
408,258 Assessments - SRQ	3,362		34,022		-30,660		439,748		374,237		65,512	
3,061,057 Landowner Contributions	800,000		255,088		544,912		890,580		2,805,969		-1,915,389	
1,000 Other Revenue	0		83		-83		20		917		-897	
$7,574,934 Total	$803,362		$631,245		$172,117		$5,519,210		$6,943,690		-$1,424,480	

USES OF FUNDS GENERAL AND ADMINISTRATIVE	
$8,000 Insurance	$0		$667		-$667		$7,500		$6,667		$833	
15,000 Meeting Advertising	-1,908		1,250		-3,158		6,178		12,500		-6,322	
70,000 Engineering	-571		5,833		-6,404		85,663		58,333		27,329	
30,000 Bond Agent Fees	0		2,500		-2,500		16,548		25,000		-8,453	
100,000 Legal Fees	0		8,333		-8,333		64,592		83,333		-18,741	
32,000 Accounting	11,210		2,667		8,543		42,135		26,667		15,468	
150,000 Lien Book and Tax Roll	0		12,500		-12,500		93,750		125,000		-31,250	
17,000 Annual Audit	0		1,417		-1,417		15,000		14,167		833	
100,000 Trustee	0		8,333		-8,333		78,378		83,333		-4,956	
108,000 Manager	9,083		9,000		83		96,935		90,000		6,935	
1,500 Postage	0		125		-125		1,655		1,250		405	
1,500 Printing and Reproduction	0		125		-125		0		1,250		-1,250	
0 Office Supplies	0		0		0		586		0		586	
3,810 Other Current Charges	24		318		-293		779		3,175		-2,396	
22,000 Dues, Licenses & Subscriptions	0		1,833		-1,833		300		18,333		-18,033	
0 Dissemination	38,250		0		38,250		38,250		0		38,250	
$658,810 Total	$56,089		$54,901		$1,189		$548,248		$549,008		-$760	

RESERVES												
$152,578 Reserves	$0		$12,715		-$12,715		$0		$127,148		-$127,148	
$152,578 Total	$0		$12,715		-$12,715		$0		$127,148		-$127,148	

MAINTENANCE												
$300,000 Maintenance Management Fee	$25,000		$25,000		$0		$250,000		$250,000		$0	
383,400 General & Park Maintenance	27,721		31,950		-4,229		367,050		319,500		47,550	
96,240 Community Service admin Fee	0		8,020		-8,020		0		80,200		-80,200	
3,626,087 Contracted Landscape & Irrigation	343,685		302,174		41,512		2,201,131		3,021,739		-820,608	
901,000 Non-Contracted Landscape & Irrigation	59,076		75,083		-16,007		757,942		750,833		7,109	
1,016,846 Irrigation for Master Landscaping	73,434		84,737		-11,303		732,520		847,372		-114,852	
241,500 Environmental	29,125		20,125		9,000		252,586		201,250		51,336	
55,273 Utilities	2,478		4,606		-2,128		65,550		46,061		19,490	
143,200 Other Maintenance	9,205		11,933		-2,729		135,137		119,333		15,804	
$6,763,546 Total	$569,724		$563,629		$6,095		$4,761,916		$5,636,288		-$874,372	
												
$7,574,934 Total Uses of Funds	$625,814		$631,245		-$5,431		$5,310,165		$6,312,445		-$1,002,280	

$0 Surplus (Deficit) for the Period	$177,548		$0		$177,548		$209,045		$631,245		-$422,199	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Northeast Sector
For the Eleven Months Ended August 31, 2020

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$24,740 Post Blvd & SR70 Intersection	$4,124		$2,062		$2,062		$23,457		$22,678		$779	
17,032 59th Ave-Lorraine to Post Blvd	1,000		1,419		-419		4,062		15,613		-11,551	
5,830 NE SR70 & Lorraine Rd Intersec	0		486		-486		0		5,344		-5,344	
173,473 Uihlein Road	23,473		14,456		9,017		145,261		159,017		-13,756	
1,200 Lakebank and Swale Mowing	100		100		0		900		1,100		-200	
92,000 Lorraine Corners	14,607		7,667		6,940		85,145		84,333		812	
50,000 Future Roads	0		4,167		-4,167		49,042		45,833		3,209	
140,000 44th Ave from Lorraine to Bour	10,517		11,667		-1,149		15,617		128,333		-112,716	
40,000 Post Blvd. from 59th Ave to Ra	4,432		3,333		1,099		8,864		36,667		-27,802	
70,910 Uihlein Rd.; 44th Ave. to SR64	0		5,909		-5,909		0		65,001		-65,001	
120,000 Rangeland Pkwy.; Uihlein Rd. t	7,109		10,000		-2,891		17,773		110,000		-92,227	
127,379 Bourneside Blvd.; SR70 to SR64	7,100		10,615		-3,515		7,100		116,764		-109,664	
84,000 Rangeland Pkwy.; Lorraine Rd.	13,498		7,000		6,498		45,084		77,000		-31,916	
$946,564 Total	$85,960		$78,880		$7,080		$402,305		$867,684		-$465,378	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$46,000 Irrigation Repairs - NE	$1,900		$3,833		-$1,933		$13,037		$42,167		-$29,130	
40,000 Plant Replacement - NE	2,306		3,333		-1,028		21,649		36,667		-15,018	
34,000 Mulching - NE	0		2,833		-2,833		12,513		31,167		-18,654	
76,000 Tree Trimming	0		6,333		-6,333		408		69,667		-69,259	
6,000 Other Landscape Maintenance	4,065		500		3,565		18,091		5,500		12,591	
$202,000 Total	$8,271		$16,833		-$8,562		$65,697		$185,167		-$119,470	
IRRIGATION FOR MASTER LANDSCAPING												

$8,868 Irrigation - Mthly - Meter Charge	
$747		
$739		
$8		
$7,384		
$8,129		
-$745	
150,000 Irrgiation - Utilization - NE	11,054		12,500		-1,446		110,313		137,500		-27,187	
$158,868 Total	$11,801		$13,239		-$1,438		$117,697		$145,629		-$27,932	
ENVIRONMENTAL
$16,000 Lake maint. - lakes outside comm	
$1,333		
$1,333		
$0		
$15,713		
$14,667		
$1,046	
800 Mitigation monitor. & maint-NE	0		67		-67		0		733		-733	
1,500 Littoral Shelf Plantings - NE	0		125		-125		0		1,375		-1,375	
12,000 Conservation areas - NE	-1,025		1,000		-2,025		10,050		11,000		-950	
$30,300 Total	$308		$2,525		-$2,217		$25,763		$27,775		-$2,012	
UTILITIES												
$100 Manatee County Utilities	$0		$8		-$8		$0		$92		-$92	
1,273 Peace River Utilities	399		106		292		17,246		1,167		16,079	
$1,373 Total	$399		$114		$284		$17,246		$1,259		$15,988	
OTHER MAINTENANCE
$12,000 Drainage Maintenance - Ne	
$5,241		
$1,000		
$4,241		
$12,446		
$11,000		
$1,446	
10,000 Storm Clean-Up - NE	0		833		-833		0		9,167		-9,167	
0 Sanitary Cleanup - NE	0		0		0		600		0		600	
3,200 Hardscape - NE	0		267		-267		644		2,933		-2,290	
1,200 Miscelllaneous Maintenance - NE	0		100		-100		0		1,100		-1,100	
$26,400 Total	$5,241		$2,200		$3,041		$13,689		$24,200		-$10,511	
												
$1,365,505 TOTAL NE SECTOR	$111,980		$113,792		-$1,812		$642,397		$1,251,713		-$609,315	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Northwest Sector
For the Eleven Months Ended August 31, 2020

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$96,000  WhiteEagle - SR70 to Rangeland	$8,986		$8,000		$986		$79,990		$88,000		-$8,010	
68,000  Rangeland- LWRBlvd to WhiteEag	7,234		5,667		1,567		57,526		62,333		-4,808	
37,000  Kent Lake & Lake Bank Maint	3,082		3,083		-1		27,746		33,917		-6,171	
85,000  44th- LWR Blvd To WhiteEagle	5,706		7,083		-1,378		68,667		77,917		-9,249	
30,000  Malachite - LWR Blvd to White	3,106		2,500		606		24,274		27,500		-3,226	
15,450  Lake Bank mowing	3,294		1,288		2,007		32,931		14,163		18,769	
22,800  Rangeland-WhiteEagle to Esplan	3,826		1,900		1,926		19,867		20,900		-1,033	
48,000  SR70 & LWR BLVD entrance	4,153		4,000		153		39,635		44,000		-4,365	
88,000  LWR Blvd.; Malachite to SR64	7,383		7,333		50		70,491		80,667		-10,176	
42,000  White Eagle/Malachite to 44th	3,894		3,500		394		31,329		38,500		-7,171	
164,800  White Eagle/44th to Gatewood	15,277		13,733		1,543		124,147		151,067		-26,919	
20,000  White Eagle/Gatewood to SR64	1,797		1,667		131		3,797		18,333		-14,536	
7,440 Silver Palm Blvd	577		620		-43		4,501		6,820		-2,319	
53,560  Wood Fern Trail	4,970		4,463		507		37,918		49,097		-11,178	
48,500 Gatewood Drive	3,901		4,042		-140		40,268		44,458		-4,190	
40,000  44th Ave/White Eagle to Indigo	5,484		3,333		2,151		31,819		36,667		-4,848	
14,000  44th Ave from Indigo to Lorr	1,927		1,167		760		8,825		12,833		-4,008	
30,000 Silver Falls	5,326		2,500		2,826		44,374		27,500		16,874	
80,000 117th Street	5,278		6,667		-1,389		70,231		73,333		-3,103	
26,000  Rangeland Pkwy. from Esplanade	4,313		2,167		2,146		6,313		23,833		-17,520	
$1,016,550 Total	$99,514		$84,713		$14,801		$824,649		$931,838		-$107,188	

NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$62,000 Irrigation Repairs - NW	$9,045		$5,167		$3,878		$93,915		$56,833		$37,082	
42,000 Plant Replacement - NW	2,824		3,500		-676		71,070		38,500		32,570	
100,000 Mulching - NW	0		8,333		-8,333		69,409		91,667		-22,258	
64,000 Tree Trimming	0		5,333		-5,333		25,685		58,667		-32,982	
8,000 Other Landscape Maintenance	31,756		667		31,089		55,013		7,333		47,680	
$276,000 Total	$43,625		$23,000		$20,625		$315,092		$253,000		$62,092	
IRRIGATION FOR MASTER LANDSCAPING												

$8,610 Irrigation - Mthly - Meter Charge	
$747		
$718		
$30		
$7,384		
$7,893		
-$509	
310,000 Irrgiation - Utilization - NW	24,337		25,833		-1,497		242,857		284,167		-41,310	
$318,610 Total	$25,084		$26,551		-$1,467		$250,241		$292,059		-$41,819	
ENVIRONMENTAL
$32,000 Lake maint. - lakes outside comm	
$2,667		
$2,667		
$0		
$29,337		
$29,333		
$4	
75,000 Conservation areas - NW	12,200		6,250		5,950		89,608		68,750		20,858	
$107,000 Total	$14,867		$8,917		$5,950		$118,945		$98,083		$20,862	
UTILITIES												
$900 FPL - NW	$32		$75		-$43		$496		$825		-$329	
24,000 Peace River Utilities	434		2,000		-1,566		21,424		22,000		-576	
$24,900 Total	$466		$2,075		-$1,609		$21,919		$22,825		-$906	
OTHER MAINTENANCE
$14,000  Drainage Maintenance - NW	
$3,967		
$1,167		
$2,800		
$14,470		
$12,833		
$1,637	
1,000 Sanitary Cleanup - NW	0		83		-83		0		917		-917	
32,000 Hardscape - NW	0		2,667		-2,667		20,634		29,333		-8,699	
4,000 Signs - NW	0		333		-333		26,362		3,667		22,695	
1,200 MiscelllaNWous Maintenance - NW	0		100		-100		549		1,100		-551	
$52,200 Total	$3,967		$4,350		-$383		$62,015		$47,850		$14,165	
												
$1,795,260 TOTAL NW SECTOR	$187,522		$149,605		$37,917		$1,592,861		$1,645,655		-$52,794	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Sarasota Sector
For the Eleven Months Ended August 31, 2020

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$160,000 Deer Drive	$22,559		$13,333		$9,225		$133,951		$146,667		-$12,716	
172,000 Lorrain Road; University Pkwy	28,085		14,333		13,751		154,465		157,667		-3,202	
120,000 LWR Blvd; Comm Blvd to Deer Dr	19,754		10,000		9,754		98,770		110,000		-11,230	
41,200 Lorraine Rd;South Boundary	9,361		3,433		5,928		51,498		37,767		13,731	
200,000 Future Roads	0		16,667		-16,667		0		183,333		-183,333	
$693,200 Total	$79,758		$57,767		$21,992		$438,683		$635,433		-$196,750	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$20,000 Irrigation Repairs - SRQ	-$352		$1,667		-$2,019		$12,330		$18,333		-$6,003	
30,000 Plant Replacement - SRQ	0		2,500		-2,500		71,759		27,500		44,259	
60,000 Mulching - SRQ	0		5,000		-5,000		48,247		55,000		-6,753	
40,000 Tree Trimming	0		3,333		-3,333		5,475		36,667		-31,192	
10,000 Other Landscape Maintenance	-2,158		833		-2,991		31,026		9,167		21,859	
$160,000 Total	-$2,510		$13,333		-$15,843		$168,837		$146,667		$22,170	
IRRIGATION FOR MASTER LANDSCAPING												

$8,868 Irrigation - Mthly - Meter Charge	
$747		
$739		
$8		
$7,384		
$8,129		
-$745	
200,000 Irrgiation - Utilization - SRQ	8,364		16,667		-8,302		83,469		183,333		-99,865	
$208,868 Total	$9,111		$17,406		-$8,294		$90,853		$191,462		-$100,610	
ENVIRONMENTAL
$12,000 Lake maint. - lakes outside comm	
$0		
$1,000		
-$1,000		
$5,875		
$11,000		
-$5,125	
$2,200 Littoral Shelf Plant	0		183		-183		0		2,017		-2,017	
16,000 Conservation areas - SRQ	12,800		1,333		11,467		20,785		14,667		6,118	
$30,200 Total	$12,800		$2,517		$10,283		$26,660		$27,683		-$1,023	
UTILITIES
$28,000 FPL - SRQ	
$1,542		
$2,333		
-$791		
$25,258		
$25,667		
-$409	
$28,000 Total	$1,542		$2,333		-$791		$25,258		$25,667		-$409	
OTHER MAINTENANCE
$12,000  Drainage Maintenance - SRQ	
$0		
$1,000		
-$1,000		
$0		
$11,000		
-$11,000	
2,000 Sanitary Cleanup - SRQ	0		167		-167		0		1,833		-1,833	
10,000 Hardscape - SRQ	0		833		-833		11,592		9,167		2,425	
2,000 MiscelllaSRQous Maintenance - SRQ	0		167		-167		665		1,833		-1,168	
$26,000 Total	$0		$2,167		-$2,167		$12,257		$23,833		-$11,577	
												
$1,146,268 TOTAL SRQ SECTOR	$100,702		$95,522		$5,179		$762,547		$1,050,746		-$288,199	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Southeast Sector
For the Eleven Months Ended August 31, 2020

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$350,000 U Pkwy/Lorraine to Concession	$9,432		$29,167		-$19,735		$123,953		$320,833		-$196,880	
204,000 The Masters Ave. Extension	31,810		17,000		14,810		185,026		187,000		-1,974	
105,000 Lorraine Rd.- East Side	10,528		8,750		1,778		61,398		96,250		-34,852	
20,173 CDD allocation/UP & Lorraine	0		1,681		-1,681		17,310		18,492		-1,182	
108,000 Bournside Blvd Masters to SR70	8,581		9,000		-419		47,195		99,000		-51,805	
12,600 Covenant Way	0		1,050		-1,050		1,050		11,550		-10,500	
110,000 Masters Ave from Players Dr	18,102		9,167		8,935		99,561		100,833		-1,272	
60,000 Bourneside Blvd from Masters	0		5,000		-5,000		0		55,000		-55,000	
$969,773 Total	$78,453		$80,814		-$2,362		$535,494		$888,959		-$353,465	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$65,000 Irrigation Repairs - SE	$5,148		$5,417		-$269		$38,678		$59,583		-$20,905	
100,000 Plant Replacement - SE	0		8,333		-8,333		86,253		91,667		-5,414	
60,000 Mulching - SE	250		5,000		-4,750		57,823		55,000		2,823	
30,000 Tree Trimming	3,281		2,500		781		7,927		27,500		-19,573	
8,000 Other Landscape Maintenance	1,011		667		344		17,636		7,333		10,303	
$263,000 Total	$9,690		$21,917		-$12,227		$208,317		$241,083		-$32,766	
IRRIGATION FOR MASTER LANDSCAPING												

$10,500 Irrigation - Mthly - Meter Charge	
$747		
$875		
-$128		
$7,384		
$9,625		
-$2,241	
320,000 Irrgiation - Utilization - SE	26,690		26,667		24		266,345		293,333		-26,988	
$330,500 Total	$27,437		$27,542		-$104		$273,729		$302,958		-$29,229	
ENVIRONMENTAL
$4,000 Lake maint. - lakes outside comm	
$1,150		
$333		
$817		
$17,088		
$3,667		
$13,421	
70,000 Conservation areas - SE	0		5,833		-5,833		64,130		64,167		-37	
$74,000 Total	$1,150		$6,167		-$5,017		$81,218		$67,833		$13,385	
UTILITIES												
$1,000 FPL - SE	$72		$83		-$12		$1,127		$917		$211	
$1,000 Total	$72		$83		-$12		$1,127		$917		$211	
OTHER MAINTENANCE												
$2,000 Roads and sidewalks - SE	$0		$167		-$167		$0		$1,833		-$1,833	
20,000 Drainage Maintenance - SE	0		1,667		-1,667		10,265		18,333		-8,068	
5,000 Sanitary Cleanup - SE	0		417		-417		2,079		4,583		-2,504	
10,000 Hardscape - SE	0		833		-833		13,153		9,167		3,986	
0 Signs	0		0		0		20,502		0		20,502	
1,200 Miscelllaneous Maintenance - SE	0		100		-100		0		1,100		-1,100	
400 Telephone-Irrigatiion, Sewer- SE	0		33		-33		0		367		-367	
$38,600 Total	$0		$3,217		-$3,217		$45,998		$35,383		$10,615	
												
$1,676,873 TOTAL SE SECTOR	$116,802		$139,739		-$22,937		$1,145,884		$1,537,134		-$391,250	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Staff Reports

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Specific Authorization No. 119 Stantec

September 9, 2020

Stantec Consulting Services Inc. 6900 Professional Parkway East Sarasota FL 34240-8414
Tel: (941) 907-6900
Fax: (941) 907-6910

Via: Hand Delivery and E-Mail (rex.jensen@smrranch.com)

Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch, FL 34202

Attn:	Mr. Rex Jensen
Chairman

Reference: Specific Authorization No. 119
General District Engineering Services (Fiscal Year 2020-2021)

Dear Mr. Jensen:

Enclosed is Exhibit A119 for services described above. These are general services (funding previously approved by the Board) such as preparation for and attending Board meetings, review project budgets, assisting in preparation of District procedures, and other services deemed necessary by the Board.

Should you have any questions regarding this matter, please contact our office. Sincerely,
Stantec Consulting Services Inc.

Michael A. Kennedy, P.E. District Engineer

Robert A. Engel, P.E. Assistant District Engineer

Tel: (941) 907-6900	Tel: (941) 907-6900
E-Mail: mike.kennedy@stantec.com	E-Mail: rob.engel@stantec.com

Enclosure

C:	Anthony Chiofalo, Schroeder-Manatee Ranch, Inc. Dr. Henry Fishkind, PHD, PFM Group Consulting, LLC

Exhibit A119 to General Provisions Attached to Agreement for Services Between Owner and Engineer Dated September 29, 2005

Specific Authorization No. 119 General District Engineering Services (Fiscal Year (2020-2021)

Further Description of Basic Engineering Services and Related Matters:

This is an exhibit attached to and made a part of the General Provisions attached to Agreement made on September 29, 2005, between Lakewood Ranch Stewardship District and Stantec Consulting Services Inc. (Engineer), providing for professional services. The Basic Services of Engineer as described in Section 1 of said General Provisions are amended or supplemented as indicated below.

Engineer shall:

Prepare for and attend Board meetings.

Assist in preparation of District procedures as directed by the Board.

Perform additional services as requested by the Board.

Fee Summary

Engineering (T/M/E)	$ 80,000

* Time and Material (T/M) estimates and will not be exceeded without Client authorization.

Accepted this 	day of 	, 2020.

Mr. Rex Jensen, Chairman
Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch, FL 34202

SCHEDULE OF FEES
Effective October 1, 2020

Staff Level	Rate

Level 3	$ 101.00	
Level 4	$ 112.00	
Level 5	$ 127.00	
Level 6	$ 131.00	
Level 7	$ 138.00	
Level 8	$ 148.00	
Level 9	$ 153.00	
Level 10	$ 158.00	
Level 11	$ 172.00	
Level 12	$ 181.00	
Level 13	$ 190.00	
Level 14	$ 200.00	
Level 15	$ 212.00	
Level 16	$ 234.00	
Level 17	$ 241.00	
Level 18	$ 246.00	
Level 19	$ 256.00	
Level 20	$ 265.00	
Level 21	$ 282.00	
1 Person Field Crew	$ 95.00	
2 Person Field Crew	$ 135.00	
3 Person Field Crew	$ 155.00	
4 Person Field Crew	$ 175.00	

Unit billings, such as printing and survey materials, will be billed at standard rates. All other out-of- pocket expenses will be billed at cost +10%.

Z:\billing_level_rates\2021\Schedule of Fees-2021_table-20190924.docx

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 2 Altec Lakes and Natural Areas,
Inc.

CHANGE ORDER

Project: NE Sector Aquatic and Stormwater Management Maintenance Services	

No.:  2	

Date of Issuance:	10/1/2020	Effective Date:	10/1/2020

Owner:  Lakewood Ranch Stewardship District	

Contractor:   Altec Lakes and Natural Areas, Inc		Engineer: 	

You are requested to make the following changes in the Contract Documents.

Increase in Agreement Price

Description:	Increase In Contract Scope

Additional Agreement Scope

Reason for Change Order: Additional Maintenance Services Required

Attachments: Altec Proposal 4046 dated 7/13/2020 with exhibits

Change in Contract Price
Original Contract Price

$ 17,600.00	

Net changes from previous Change Orders No._1_To No.
$ 22,404.00	

Contract Price prior to this Change Order

$ 40,004.00	

Net Increase (decrease) of this Change Order
$ 43,020.00	

Contract Price with all approved Change Orders

$ 83,024.00	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No. 	To No.

days

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order

days

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:

By: 		By: 	

Owner (Authorized Signature)

By: 	
Contractor (Authorized Signature)

Date: 		Date: 		Date: 	

 Altec Lakes & Natural Areas, Inc	Proposal

7/13/2020	
4046	
LWR Stewardship	

DATE:
13194 US HWY 301 S Ste. #310	INVOICE #
Riverview, FL 3378	Customer ID
Phone: 1-800-630-0619
Fax: 813-634-3900

Propose To:

LWR Stewardship - NE Sector
Donald Schrepfer 14400 Covenant Way
Lakewood Ranch Fl 34202

NE Sector - Additional Lake and Mowing Service
DESCRIPTION	Quantity	AMOUNT	
1. Monthly maintenance of the lakes depicted in the 2 images ($1,620.00/mth	12	$	19,440.00	
2. Mowing around lakes and swales on the depicted images ($1,965.00/mth)	12	$	23,580.00	
Note: The lake maintenance figure includes a $103.50/mth deduction for 2			
on Uiline Rd which are no longer being treated by Altec.			

TOTAL Due

43,020.00

$

Thank you for this opportunity to be of service to you. We trust the information contained in this letter is consistent with your understanding. If this proposal is acceptable to you, please sign where indicated
and return to our office.

Brian Alford	Project Manager
 	
Signature	Title of signature

I HEREBY AUTHORIZE the performance of the services as descibed herein and agree to pay the charges resulting thereby. I Warrant and represent that I am authorized to enter into this agreement.

Signature	Title of Signature

Print Name

OTHER COMMENTS

If you have any questions about this invoice, please contact Brian Alford (941) 993-8747

Thank You For Your Business!

44TH AVE

UILINE RD

LORRAINE RD

RANGELAND RD

Lakes Mowing

POST